AUMdb

Rhoads Energy 401(k) Plan

Sponsored by Jerome H. Rhoads, Inc. · EIN 231521282 · Plan #002

Total assets
$7.5M
Net assets
$7.5M
Active participants
168
With balances
190

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
Massachusetts Mutual Life Ins Comp Investment advisory (plan) $18,071
Blue Ridge Esop Associates Contract administrator $7,466
Empower Annuity Insurance Company Recordkeeping fees $0