Rolex Watch U.S.A., Inc. Profit Sharing Plan
Sponsored by Rolex Watch U.S.A., Inc. · EIN 131574389 · Plan #001
- Total assets
- $274M
- Net assets
- $274M
- Active participants
- 619
- With balances
- 814
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 |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $239,704 |
| Fiducient Advisors Llc | Investment advisory (plan), Direct payment from the plan | $70,762 |
| Pkf O'connor Davies, Llp | Accounting, Direct payment from the plan, Other fees | $35,109 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |