Rsi 401(k) Retirement Savings Plan
Sponsored by Revenue Solutions, Inc. · EIN 043312927 · Plan #001
- Total assets
- $53.6M
- Net assets
- $53.6M
- Active participants
- 494
- With balances
- 663
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 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services Inc | Investment advisory (plan) | $65,874 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $51,367 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $6,070 |