R Systems, Inc. 401(k) Profit Sharing Plan
Sponsored by R Systems, Inc. · EIN 680298229 · Plan #001
- Total assets
- $9.1M
- Net assets
- $9.1M
- Active participants
- 105
- With balances
- 123
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 |
|---|---|---|
| Cetera Investment Advisers Llc CRD 105644 | deterministic · 100% | 2024 |
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $12,425 |
| Cetera Investment Advisers Llc | Investment advisory (plan), Direct payment from the plan | $8,706 |
| Cetera Advisors Llc | Investment advisory (plan), Direct payment from the plan | $8,069 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |