AUMdb

Rasmussen Mechanical Services, Inc. 401(k) Plan

Sponsored by Rasmussen Mechanical Services, Inc. · EIN 420938158 · Plan #003

Total assets
$14.5M
Net assets
$14.5M
Active participants
210
With balances
141

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

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

Firm Match Plan year
Creative Planning, Llc CRD 105348 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 $35,524
Creative Planning Llc Investment advisory (plan) $32,947