Rocking Horse Ranch Profit Sharing And 401 K Plan
Sponsored by Rocking Horse Ranch Operatingco Llc · EIN 990846577 · Plan #001
- Total assets
- $3.6M
- Net assets
- $3.6M
- Active participants
- 124
- With balances
- 160
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo | Investment management fees (direct) | $19,632 |
| Heller Pension Associates, Inc | Recordkeeping, Consulting (pension) | $11,330 |
| Transamerica Financial Life Insuran | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $6,861 |
| Wells Fargo Clearing Services, Llc | Investment advisory (plan) | $1,025 |