Rodey Dickason Sloan Akin & Robb Pa Employees' Tax Deferred Retirement Plan And Trust
Sponsored by Rodey Dickason Sloan Akin & Robb Pa · EIN 850216511 · Plan #001
- Total assets
- $104M
- Net assets
- $104M
- Active participants
- 114
- With balances
- 200
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Meketa Investment Group Inc CRD 110601 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Meketa Investment Group, Inc. | Investment management, Investment management fees (direct) | $104,042 |
| Pattison Pension Specialists | Actuarial, Recordkeeping fees, Account maintenance fees | $51,985 |
| Moss Adams Llp | Accounting, Direct payment from the plan | $50,777 |
| Midwest Institutional Trust Service | Trustee (institutional), Direct payment from the plan | $36,591 |
| State Street Global Advisors | Investment management fees (direct), Custodial (other), Custodial (securities) | $10,671 |
| Hurley, Toevs, Styles, Hamblin & Pa | Legal, Direct payment from the plan | $7,168 |