AUMdb

Rite Of Passage, Inc. 401 K Plan

Sponsored by Rite Of Passage, Inc. · EIN 880235002 · Plan #002

Total assets
$34.3M
Net assets
$34.3M
Active participants
1,232
With balances
721

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Nationwide Recordkeeping, Participant loan processing, Investment management fees (indirect) $80,284
Norton Retirement Services, Inc. Recordkeeping, Participant loan processing, Recordkeeping fees $26,204
Proaccount Investment advisory (participants) $25,104
Leafhouse Financial Advisors Llc Investment management, Investment management fees (direct) $16,503
Lincoln Investment Planning Investment management fees (indirect) $0