Horizontal Integration Retirement Savings Plan
Sponsored by Horizontal Integration, Inc. · EIN 363986047 · Plan #001
- Total assets
- $19.6M
- Net assets
- $19.6M
- Active participants
- 219
- With balances
- 269
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $47,977 |
| Usi Advisors, Inc | Investment advisory (plan), Consulting fees | $41,027 |