AUMdb

Cedar Grove Systems, Llc 401(k) Plan

Sponsored by Cedar Grove · EIN 260677729 · Plan #001

Total assets
Net assets
Active participants
188
With balances
107

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
Rbs Wealth Management, Llc CRD 336536 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Rbc Wealth Management Investment advisory (participants), Investment advisory (plan) $37,040
Northwest Plan Services Recordkeeping, Consulting (general), Participant loan processing $22,765