Repay Management Services, Llc 401 K Plan
Sponsored by Repay Management Services Llc · EIN 834172651 · Plan #001
- Total assets
- $33.5M
- Net assets
- $33.5M
- Active participants
- 444
- With balances
- 583
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 |
|---|---|---|
| Rockefeller Financial Llc CRD 291361 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rockefeller Capital Management Insu | Investment advisory (plan) | $76,677 |
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $60,452 |
| Futureplan By Ascensus | Recordkeeping, Participant loan processing, Recordkeeping fees | $19,927 |
| Transamerica Trust Company | Trustee (institutional) | $167 |