AUMdb

Rsui 401(k) / Retirement Savings Plan

Sponsored by Rsui Indemnity Company · EIN 160366830 · Plan #001

Total assets
$234M
Net assets
$234M
Active participants
405
With balances
511

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Strategic Advisors, Inc. Investment advisory (plan) $24,953
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$280,957