Flow Rite Employees' Retirement Plan
Sponsored by Flow Rite Controls, Ltd. · EIN 363107221 · Plan #001
- Total assets
- $6.7M
- Net assets
- $6.7M
- Active participants
- 96
- With balances
- 116
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 |
|---|---|---|
| Rockefeller Financial Llc CRD 291361 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $23,339 |
| Plante And Moran | Accounting | $17,250 |
| Rockefeller Financial Llc | Investment advisory (plan) | $6,498 |