Rudd Group Retirement Plan
Sponsored by Lrico Services, Llc · EIN 205110071 · Plan #001
- Total assets
- $48.6M
- Net assets
- $48.6M
- Active participants
- 1,005
- With balances
- 1,227
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman, Inc. | Recordkeeping, Participant loan processing, Shareholder servicing fees | $101,772 |
| Ubs Financial Services Inc. | Investment advisory (plan), Direct payment from the plan | $43,595 |
| Matrix Trust Company | Custodial (securities), Trustee (directed), Direct payment from the plan | $29,224 |