Nwn Carousel 401(k) Plan
Sponsored by Carousel Industries Of North America · EIN 061502254 · Plan #001
- Total assets
- $194M
- Net assets
- $194M
- Active participants
- 1,019
- With balances
- 1,640
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 Advisors Inc | Investment advisory (plan) | $78,004 |
| Pkf O'connor Davies, Llp | Accounting | $43,000 |
| Usi Consulting Group | Consulting (general) | $17,500 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$163,232 |