Roeslein & Associates, Inc. Retirement Savings Plan
Sponsored by Roeslein & Associates, Inc. · EIN 431539282 · Plan #001
- Total assets
- $158M
- Net assets
- $157M
- Active participants
- 774
- With balances
- 1,156
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 |
|---|---|---|
| Moneta Group Llc | Investment advisory (plan) | $112,529 |
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $63,048 |
| Principal Financial Group | Recordkeeping, Consulting (pension), Custodial (securities) | $62,812 |
| Rubin Brown Llp | Accounting | $18,500 |
| Charles Schwab Trust Bank | Custodial (securities), Float revenue | $18 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |