Rba Custom Windows 401(k) Plan
Sponsored by Garden State Custom Windows, Llc · EIN 134223118 · Plan #001
- Total assets
- $28.8M
- Net assets
- $28.8M
- Active participants
- 1,591
- With balances
- 1,302
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 |
| Towers Watson Investment Services, Inc. CRD 110473 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $72,519 |
| Kestra Investment Services Llc | Investment advisory (plan) | $15,000 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $12,754 |
| Blatt & Dauman, Llp | Accounting | $10,500 |
| Abbey E. Blatt | Accounting | $8,000 |
| Towers Watson Investment Services | Investment advisory (plan) | $6,250 |