AUMdb

Bruce Packing Co., Inc. 401(k) Profit Sharing Plan

Sponsored by Bruce Packing Co., Inc. · EIN 931297989 · Plan #001

Total assets
$28.4M
Net assets
$28.4M
Active participants
1,306
With balances
809

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
Newport Group, Inc. Other fees, Participant loan processing, Recordkeeping $125,669
Usi Advisors Inc. Investment advisory (plan), Direct payment from the plan $13,189