Usfalcon, Inc. 401(k) Profit Sharing Plan & Trust
Sponsored by Usfalcon, Inc. · EIN 043468856 · Plan #001
- Total assets
- $33.2M
- Net assets
- $33.2M
- Active participants
- 242
- With balances
- 478
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Regions Bank | Investment advisory (plan) | $62,002 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $51,612 |