Robertet Usa 401(k) Plan
Sponsored by Robertet, Inc. · EIN 222273649 · Plan #001
- Total assets
- $112M
- Net assets
- $112M
- Active participants
- 404
- With balances
- 517
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $81,639 |
| Lpl Financial | Investment advisory (plan) | $52,500 |
| Qdro Consultants Company, Llc | Other fees | $300 |