Recap 401(k) Retirement Plan
Sponsored by Regional Economic Community Action Program, Inc. · EIN 141493667 · Plan #001
- Total assets
- $2.0M
- Net assets
- $2.0M
- Active participants
- 129
- With balances
- 141
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 |
|---|---|---|
| Focused Wealth Management, Inc. CRD 154828 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Focused Wealth Management. | Investment advisory (plan), Direct payment from the plan | $8,540 |
| The Vanguard Group, Inc. | Recordkeeping, Recordkeeping fees, Participant loan processing | $6,603 |