The Judge Rotenberg Educational Center, Inc. Retirement Plan
Sponsored by Judge Rotenberg Educational Center, Inc. · EIN 042489805 · Plan #001 · Canton, MA
- Total assets
- $54.7M
- Net assets
- $54.7M
- Active participants
- 1,313
- With balances
- 680
Plan year beginning 07/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Osaic Wealth Inc | Other commissions | $0 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$38,989 |