Rodgers Consulting, Inc. 401(k) Profit Sharing Plan
Sponsored by Rodgers Consulting, Inc · EIN 520955929 · Plan #002
- Total assets
- $27.6M
- Net assets
- $27.6M
- Active participants
- 106
- With balances
- 132
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Advisory Services, Llc | Investment advisory (plan), Direct payment from the plan | $41,309 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $25,433 |