AUMdb

Rogers Motors, Inc. Profit Sharing Retirement Plan

Sponsored by Rogers Motors, Inc. · EIN 820296127 · Plan #001

Total assets
$10.3M
Net assets
$10.3M
Active participants
242
With balances
167

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Da Davidson & Co Investment advisory (plan) $39,276
Empower Advisory Group Investment management $10,118
Randall & Hurley, Inc. Contract administrator $2,850
Empower Annuity Ins Co Recordkeeping fees $0