AUMdb

Madison Logic 401(k) Plan

Sponsored by Madison Logic, Inc. · EIN 201405996 · Plan #001

Total assets
$14.4M
Net assets
$14.4M
Active participants
179
With balances
243

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
Rbs Wealth Management, Llc CRD 336536 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Rbc Wealth Management Investment advisory (plan) $30,079
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $26,624