AUMdb

Robert Resources, L.L.C. Retirement Plan And Trust

Sponsored by Robert Resources, L.L.C. · EIN 721446050 · Plan #001

Total assets
$4.7M
Net assets
$4.7M
Active participants
491
With balances
157

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
Nationwide Investment management, Shareholder servicing fees $13,143
Iron Fiduciary Investment management, Shareholder servicing fees $2,291
Proaccount Investment advisory (participants) $1,749
Nationwide Retirement Plans Investment management, Shareholder servicing fees $735
Nationwide Life Insurance Company Investment management, Shareholder servicing fees $458
Nationwide Investment management, Shareholder servicing fees $438