Usa Compression 401(k) Plan
Sponsored by Usa Compression Management Services, Llc · EIN 455586030 · Plan #001 · Ausitn, TX
- Total assets
- $73.6M
- Net assets
- $73.6M
- Active participants
- 858
- With balances
- 975
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 |
|---|---|---|
| Oakstreet Wealth Management, Inc. CRD 288723 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $104,754 |
| Oakstreet Wealth Management | Investment advisory (plan) | $39,000 |
| Cbiz Cpas, P.C. | Accounting | $19,950 |