AUMdb

Royal Pacific Funding Corporation 401(k) Profit Sharing Plan And Trust

Sponsored by Royal Pacific Funding Corporation · EIN 510474304 · Plan #003

Total assets
$5.2M
Net assets
$5.2M
Active participants
69
With balances
84

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
Centaurus Financial, Inc. CRD 30833 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Centaurus Financial Inc Investment advisory (plan) $10,894
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $10,275