AUMdb

Roers 401(k) Retirement Plan

Sponsored by Roers Management, Inc. · EIN 450358262 · Plan #001

Total assets
$5.3M
Net assets
$5.2M
Active participants
112
With balances
122

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
Bell Bank Recordkeeping, Trustee (institutional), Investment management $22,284