AUMdb

Red Pointe Roofing 401(k) Plan

Sponsored by Red Pointe Roofing, Lp · EIN 900957014 · Plan #001

Total assets
$0
Net assets
$0
Active participants
0
With balances
0

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
Prime Capital Investment Advisors, Llc CRD 288712 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Prime Capital Investment Advisors Investment advisory (plan) $10,000
Transamerica Life Insurance Company Recordkeeping, Participant loan processing, Investment management fees (indirect) $2,075
Futureplan By Ascensus Recordkeeping, Participant loan processing, Recordkeeping fees $1,925