Richardson 401(k) Plan
Sponsored by Richardson (Us) Holdings Limited · EIN 454645891 · Plan #005
- Total assets
- $43.4M
- Net assets
- $43.4M
- Active participants
- 297
- With balances
- 343
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 |
|---|---|---|
| Usi Advisors | Investment advisory (plan), Consulting fees | $38,000 |
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $30,638 |