Fxcollaborative Architects Llp Profit Sharing And Incentive Savings Plan
Sponsored by Fxcollaborative Architects Llp · EIN 262093610 · Plan #001
- Total assets
- $27.4M
- Net assets
- $27.4M
- Active participants
- 85
- With balances
- 170
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 |
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usi Advisors | Investment advisory (plan) | $33,674 |
| Usi Consulting Group | Claims processing, Recordkeeping, Consulting (pension) | $23,608 |
| Sentinel Benefits Group, Llc | Recordkeeping, Direct payment from the plan | $10,754 |
| Global Retirement Partners, Llc | Investment advisory (plan), Direct payment from the plan | $8,456 |