River Birch Llc 401(k) Profit Sharing Plan & Trust
Sponsored by River Birch Llc · EIN 721217525 · Plan #001
- Total assets
- $8.7M
- Net assets
- $8.7M
- Active participants
- 366
- With balances
- 230
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 |
|---|---|---|
| Ubs Retirement Plan Consulting | Investment advisory (participants) | $18,850 |
| Paychex, Inc. | Recordkeeping | $11,709 |