Heritage Village Master Association 401(k) Profit Sharing Plan And Trust
Sponsored by Heritage Village Master Association · EIN 060888160 · Plan #002
- Total assets
- $8.3M
- Net assets
- $8.3M
- Active participants
- 84
- With balances
- 100
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, Recordkeeping fees, Participant loan processing | $47,533 |
| Usi Advisors, Inc | Investment advisory (plan) | $13,121 |
| Fiorita Kornhaas & Company Pc | Accounting | $0 |