AUMdb

Usa Hockey, Inc. 403(b) Plan

Sponsored by Usa Hockey, Inc. · EIN 510204742 · Plan #001

Total assets
$28.9M
Net assets
$28.9M
Active participants
211
With balances
191

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $54,334
Sageview Advisory Group, Llc Consulting (general), Insurance brokerage commissions $34,500
National Financial Services Securities brokerage, Securities brokerage commissions $0