Rickenbaugh Cadillac/Volvo Company 401(k) Plan
Sponsored by Rickenbaugh Cadillac/Volvo Company · EIN 840562264 · Plan #001
- Total assets
- $8.4M
- Net assets
- $8.4M
- Active participants
- 174
- With balances
- 151
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 |
|---|---|---|
| M Holdings Securities, Inc. CRD 43285 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $18,840 |
| M Holdings Securities | Investment advisory (plan) | $17,251 |
| Donohue Feiman Retirement Services | Trustee (institutional), Participant loan processing, Recordkeeping fees | $5,875 |