Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
U.S. FIDUCIARY SERVICES, INC.
EIN 20-0394155Management of Companies and EnterprisesLatest filing 2024
Plans
2
Retirement
2
$32.1M assets
Welfare
0
Participants
155
801 WARRENVILLE RD STE 500 - LISLE, IL 605324347888-647-4282
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $32.1M assets / 155 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
U.S. FIDUCIARY SERVICES, INC. RETIREMENT PLAN
401k
Assets$21.0M
Participants92
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
U.S. FIDUCIARY SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$11.1M
Participants63
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | U.S. FIDUCIARY SERVICES, INC. RETIREMENT PLAN | 401k | $21.0M | 92 | 2024 | |
| 003 | U.S. FIDUCIARY SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $11.1M | 63 | 2024 |
Retirement plans