AUMdb

Ussi Global 401(k) Plan

Sponsored by National Service Source Inc. Dba · EIN 593063999 · Plan #001

Total assets
$17.5M
Net assets
$17.5M
Active participants
206
With balances
227

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $30,427
Global Retirement Partners Recordkeeping, Trustee (institutional), Other services $15,766
Adp Broker Dealer Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees $0