Jeffreym Consulting, Llc 401(k) Retirement Plan
Sponsored by Jeffreym Consulting, Llc · EIN 412113274 · Plan #001
- Total assets
- $15.6M
- Net assets
- $15.6M
- Active participants
- 266
- With balances
- 381
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 Advisors Inc | Investment advisory (plan) | $50,107 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $24,096 |