Robinson & Cole Savings Plan
Sponsored by Robinson & Cole Llp · EIN 060512640 · Plan #003
- Total assets
- $294M
- Net assets
- $294M
- Active participants
- 388
- With balances
- 521
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 |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
| Bradley Foster & Sargent Inc CRD 106928 | fuzzy_auto · 97% | 2024 |
| Mariner Platform Solutions, Llc CRD 305418 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T Rowe Price Rps Inc | Recordkeeping, Trustee (institutional), Trustee (directed) | $99,327 |
| Bradley Foster & Sargent Inc | Investment advisory (participants), Direct payment from the plan | $78,953 |
| Grant Thornton Llp | Accounting, Direct payment from the plan | $21,000 |
| Fiducient Advisors | Consulting (general), Direct payment from the plan | $7,438 |
| Mariner Platform Solutions Llc | Investment advisory (participants), Direct payment from the plan | $5,002 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Other commissions | $2,762 |