AUMdb

Rsm Maintenance Llc 401(k) Plan

Sponsored by Rsm Maintenance, Llc · EIN 113709518 · Plan #001

Total assets
$3.8M
Net assets
$3.8M
Active participants
289
With balances
78

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
Creative Planning, Llc CRD 105348 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $14,843
Creative Planning, Llc Investment advisory (participants), Consulting fees $0