AUMdb

Rosendin Electric 401(k) Savings Plan

Sponsored by Rosendin Electric · EIN 941242813 · Plan #004

Total assets
$189M
Net assets
$186M
Active participants
2,243
With balances
2,568

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Strategic Advisors, Inc. Investment advisory (plan) $96,678
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$37,373