Great Lakes Veneer, Inc. Savings And Retirement Plan
Sponsored by Great Lakes Veneer, Inc. · EIN 391034902 · Plan #001
- Total assets
- $22.6M
- Net assets
- $22.6M
- Active participants
- 150
- With balances
- 152
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $70,863 |
| Usi Advisors, Inc. | Investment advisory (plan), Other fees | $0 |
| The Retirement Advantage Inc | Other services, Other fees | $0 |
| Usi Securities Inc | Other services, Other commissions, Other fees | $0 |
| Wilshire Associates Incorporated | Investment advisory (plan), Other investment fees and expenses | $0 |