Klingberg Comprehensive Program Services Inc. 401(k) Thrift Plan
Sponsored by Klingberg Comprehensive Program Services, Inc. · EIN 060688316 · Plan #001
- Total assets
- $15.4M
- Net assets
- $15.4M
- Active participants
- 281
- With balances
- 289
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, Inc. | Recordkeeping | $64,124 |
| Usi Advisors, Inc. | Investment advisory (plan) | $21,860 |
| Charles Schwab Trust Bank | Trustee (institutional) | $0 |
| Charles Schwab & Co., Inc. | Recordkeeping | $0 |