Ross Controls Retirement Plan
Sponsored by Ross Controls · EIN 380985950 · Plan #005
- Total assets
- $35.3M
- Net assets
- $35.3M
- Active participants
- 99
- With balances
- 131
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 |
|---|---|---|
| Gregory J. Schwartz & Co., Inc. CRD 7294 | fuzzy_auto · 99% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Gregory J Schwartz & Company Inc | Investment advisory (plan) | $33,629 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $32,388 |
| Empower Advisory Group, Llc | Investment management | $4,726 |