Roland Park Place Retirement Plan
Sponsored by Roland Park Place · EIN 521197548 · Plan #001
- Total assets
- $7.7M
- Net assets
- $7.7M
- Active participants
- 190
- With balances
- 251
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower | Recordkeeping fees | $41,886 |
| Usi Consulting Group | Contract administrator | $3,955 |
| Empower Advisory Group, Llc | Investment management | $1,581 |
| Usi Securities, Inc. | Other commissions | $0 |
| Metlife Insurance Company | Recordkeeping fees | $0 |