AUMdb

The Rumpke Consolidated Companies, Inc. & Affiliates Defined Benefit Pension Plan

Sponsored by Rumpke Consolidated Companies, Inc. · EIN 311247560 · Plan #002

Total assets
$81.1M
Net assets
$81.1M
Active participants
511
With balances
0

Plan year beginning 07/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Pca Investment Advisory Services, Inc. CRD 123475 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Ascensus Llc Actuarial, Direct payment from the plan $61,897
Charles Schwab Trust Bank Custodial (other), Trustee (directed), Direct payment from the plan $18,491
Dean Dorton Allen Ford, Pllc Accounting, Direct payment from the plan $15,000
Pca Investment Advisory Services Investment advisory (plan), Direct payment from the plan $10,889
Pension Corporation Of America Direct payment from the plan, Shareholder servicing fees, Recordkeeping fees $5,288