The Rossi Group 401(k) Plan
Sponsored by The Rossi Group, Llc · EIN 271727530 · Plan #001
- Total assets
- $6.8M
- Net assets
- $6.8M
- Active participants
- 246
- With balances
- 240
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 |
|---|---|---|
| Capital Group Retirement Plan | Recordkeeping fees | $23,009 |
| Ubs Financial Services Inc | Investment advisory (plan) | $19,696 |