AUMdb

Ring & Pinion Service Inc. 401(k) Profit Sharing Plan And Trust

Sponsored by Ring & Pinion Service Inc. · EIN 911696661 · Plan #001

Total assets
$19.4M
Net assets
$19.4M
Active participants
560
With balances
627

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
Creative Planning, Llc CRD 105348 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Creative Planning Investment advisory (plan) $90,378
Tpp Retirement Plan Specialists, Ll Plan administrator, Recordkeeping $64,536
Matrix Trust Company Custodial (securities) $6,507