Rocky Brands, Inc. 401(k) Plan And Trust
Sponsored by Rocky Brands, Inc. · EIN 311364046 · Plan #004
- Total assets
- $40.9M
- Net assets
- $40.9M
- Active participants
- 490
- With balances
- 661
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 |
|---|---|---|
| Everhart Financial Group Inc CRD 107091 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $74,370 |
| Everhart Financial Group Inc | Investment management, Direct payment from the plan | $8,950 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $78 |