AUMdb

Rpm Living, Llc 401(k) Plan

Sponsored by Rpm Living, Llc · EIN 270226749 · Plan #001

Total assets
$64.4M
Net assets
$64.4M
Active participants
4,973
With balances
4,956

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
World Investment Advisors, Llc CRD 208512 deterministic · 100% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $319,182
World Investment Advisors Llc Investment advisory (plan) $108,580
Strategic Advisors, Inc. Investment advisory (plan) $9,492