Aiphone Corporation Employees Savings Plan
Sponsored by Aiphone Corporation · EIN 910857384 · Plan #001
- Total assets
- $21.2M
- Net assets
- $21.2M
- Active participants
- 142
- With balances
- 154
Plan year beginning 04/01/2024 · 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 (participants), Redemption fees, Direct payment from the plan | $20,000 |
| Usi Consulting Group | Recordkeeping, Participant loan processing, Direct payment from the plan | $5,321 |
| Charles Schwab Trust Bank | Custodial (other), Custodial (securities), Investment management fees (indirect) | $3,051 |
| Charles Schwab & Co. | Custodial (other), Custodial (securities), Shareholder servicing fees | $8 |