Cartamundi North America 401(k) Plan
Sponsored by Cartamundi East Longmeadow Llc · EIN 474232142 · Plan #001
- Total assets
- $77.9M
- Net assets
- $77.9M
- Active participants
- 978
- With balances
- 1,157
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 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usi Advisors Inc | Investment advisory (plan) | $29,575 |
| Fox Byrd & Company Pc | Accounting | $24,000 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $13,443 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | -$28,861 |