AUMdb

System Freight Inc. 401(k) Profit Sharing Plan

Sponsored by System Freight, Inc. · EIN 222063135 · Plan #001

Total assets
$15.2M
Net assets
$15.2M
Active participants
451
With balances
488

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
Usi Consulting Group Valuation, Finders' fees/placement fees $71,852
Usi Advisors Investment advisory (plan) $28,071