AUMdb

The Roomplace Profit Sharing & Savings Plan

Sponsored by Trp Acquisition, Inc. · EIN 453745864 · Plan #001

Total assets
$12.1M
Net assets
$12.1M
Active participants
249
With balances
413

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
Onedigital Investment Advisors Llc CRD 106766 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $66,528
Onedigital Investment Advisors Llc Investment advisory (plan) $30,398
Empower Advisory Group, Llc Investment management $8,089