Profit Sharing Plan For The Employees Of Rogers, Lovelock & Fritz, Inc.
Sponsored by Rogers, Lovelock & Fritz, Inc. · EIN 591873834 · Plan #001
- Total assets
- $40.5M
- Net assets
- $40.5M
- Active participants
- 89
- With balances
- 131
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 |
|---|---|---|
| Certified Advisory Corp CRD 120990 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Certified Advisory Corp | Investment advisory (plan) | $60,028 |
| Certified Benefits Corp | Contract administrator, Recordkeeping, Consulting (general) | $49,890 |