Rfe/Rl, Inc. Us Retirement Savings Plan
Sponsored by Rfe/Rl, Inc. · EIN 521068522 · Plan #002
- Total assets
- $58.5M
- Net assets
- $58.5M
- Active participants
- 165
- With balances
- 276
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Default investment account (QDIA), Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 96% | 2024 |
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping, Recordkeeping fees, Participant loan processing | $136,549 |
| Capfinancial Partners Llc Dba Captr | Investment advisory (participants), Direct payment from the plan | $66,288 |
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $0 |