AUMdb

Ridge Corporation 401(k) Profit Sharing Plan And Trust

Sponsored by Ridge Corporation · EIN 311399268 · Plan #001

Total assets
$6.5M
Net assets
$6.5M
Active participants
270
With balances
158

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
Creative Retirement Systems, Inc Recordkeeping, Participant loan processing, Recordkeeping fees $9,715
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $5,742
Mesirow Financial, Inc. Investment advisory (plan) $1,142
Northwestern Mutual Investment Insurance agents and brokers, Insurance services, Insurance brokerage commissions $0