AUMdb

Roi Revolution, Inc 401(k) Plan

Sponsored by Roi Revolution, Inc · EIN 261645011 · Plan #001

Total assets
$11.1M
Net assets
$11.1M
Active participants
92
With balances
145

Plan year beginning 01/01/2024 · 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
Cetera Investment Advisers Llc Recordkeeping, Consulting (pension), Direct payment from the plan $17,911
Thomas, Judy & Tucker Recordkeeping, Consulting (pension), Direct payment from the plan $13,200
Adp, Inc. Recordkeeping, Direct payment from the plan, Recordkeeping fees $11,036
First Allied Advisory Services, Inc Recordkeeping, Consulting (pension), Direct payment from the plan $5,142
Adp Broker Dealer Other services, Other fees $0