Virginia Industries Retirement Plan
Sponsored by Virginia Industries, Inc. · EIN 061073917 · Plan #001
- Total assets
- $9.2M
- Net assets
- $9.2M
- Active participants
- 21
- With balances
- 0
Plan year beginning 01/01/2024
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 Consulting Group, Inc. | Actuarial | $19,985 |
| Usi Advisors, Inc | Investment advisory (plan) | $18,265 |
| Charles Schwab Bank | Custodial (securities), Trustee (directed) | $8,399 |