AUMdb

Rhythm Management Group Corp 401(k) Plan

Sponsored by Rhythm Management Group Corp · EIN 814227066 · Plan #001

Total assets
$3.7M
Net assets
$3.7M
Active participants
91
With balances
138

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
Signature Estate & Investment Advisors Llc CRD 108163 fuzzy_auto · 97% 2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 fuzzy_auto · 93% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Recordkeeping fees, Participant loan processing, Contract administrator $23,743
Prime Benefits, Inc. Contract administrator, Other fees, Direct payment from the plan $10,338
Signature Estate & Investmt Advisor Investment advisory (plan), Direct payment from the plan $8,769
Merrill Lynch Pierce Fenner & Smith Investment advisory (plan), Direct payment from the plan, Consulting (pension) $8,147