Rocco Altobelli, Inc. 401(k) Plan
Sponsored by Rocco Altobelli, Inc. · EIN 411226659 · Plan #001
- Total assets
- $8.4M
- Net assets
- $8.4M
- Active participants
- 41
- With balances
- 109
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 |
|---|---|---|
| Advanced Capital Group, Inc. CRD 109673 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Contract administrator, Recordkeeping, Direct payment from the plan | $70,312 |
| Advanced Capital Group | Investment advisory (plan) | $27,241 |
| Advised Assets Group, Llc | Investment management | $444 |