AUMdb

The Rk Group 401(k) Profit Sharing Plan

Sponsored by Catering By Rosemary, Inc. · EIN 741611332 · Plan #001

Total assets
$9.4M
Net assets
$9.4M
Active participants
840
With balances
366

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

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
Newport Group, Inc. Contract administrator, Recordkeeping, Recordkeeping fees $34,807
Rbc Wealth Mgmt A Div Of Rbc Cap Investment advisory (plan), Finders' fees/placement fees $29,621