Usan, Inc. Employees' Savings Plan
Sponsored by Usan, Inc. · EIN 581817028 · Plan #001
- Total assets
- $28.4M
- Net assets
- $28.4M
- Active participants
- 165
- With balances
- 188
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 |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cbiz Investment Advisory Services | Investment advisory (plan) | $39,425 |
| Empower Annuity Insurance Company | Recordkeeping fees | $19,903 |
| Cbiz Benefits & Ins Services Inc | Contract administrator | $13,267 |