Case Management 401(k) Savings Plan
Sponsored by Case Management Unit · EIN 251635351 · Plan #001
- Total assets
- $4.7M
- Net assets
- $4.7M
- Active participants
- 104
- With balances
- 150
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 |
|---|---|---|
| Rbc Capital Markets, Llc CRD 31194 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rbc Capital Markets Llc | Investment advisory (plan) | $22,456 |
| Transamerica Retirement | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $20,285 |
| Pennsylvania Pension Planners | Recordkeeping, Participant loan processing, Recordkeeping fees | $1,750 |