The Reily Companies Retirement Savings Plan
Sponsored by The Reily Companies, Llc. · EIN 721226188 · Plan #009
- Total assets
- $86.0M
- Net assets
- $86.0M
- Active participants
- 551
- With balances
- 721
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 |
|---|---|---|
| Vanguard Advisers, Inc. CRD 106715 | deterministic · 100% | 2024 |
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Consulting (general), Trustee (directed) | $92,869 |
| Vanguard Advisers Inc. | Investment advisory (participants) | $22,026 |
| Capfinancial Partners Llc | Investment advisory (participants), Investment advisory (plan) | $11,025 |