Rtm & Associates, Inc. Profit Sharing/401(k) Plan
Sponsored by Rtm & Associates, Inc. · EIN 363129785 · Plan #002
- Total assets
- $39.7M
- Net assets
- $39.7M
- Active participants
- 512
- With balances
- 555
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 |
|---|---|---|
| Wintrust Investments Llc | Investment advisory (plan), Other fees | $76,124 |
| John Hancock Life Ins Co Usa | Recordkeeping, Investment management, Participant loan processing | $57,295 |
| Retirement Plan Consultants Inc. | Contract administrator, Other services, Other fees | $22,679 |