AUMdb

Civil Service Employees Association Employees' Salary Savings Plan

Sponsored by Civil Service Employees Association, Inc. · EIN 140479613 · Plan #002

Total assets
$28.5M
Net assets
$28.5M
Active participants
411
With balances
242

Plan year beginning 06/01/2024 · 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) $11,081
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $7,161