Ruggeri Jensen Azar 401(k) Retirement Plan
Sponsored by Ruggeri Jensen Azar · EIN 770404780 · Plan #002
- Total assets
- $41.3M
- Net assets
- $41.3M
- Active participants
- 84
- With balances
- 110
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc | Other fees | $0 |
| Voya Retirement Insurance & Annuity | Recordkeeping fees | $0 |