Rotary Corporation 401(k) Profit Sharing Plan
Sponsored by Rotary Corporation · EIN 580959394 · Plan #001
- Total assets
- $28.1M
- Net assets
- $28.1M
- Active participants
- 504
- With balances
- 521
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 |
|---|---|---|
| Advus Financial Partners, Llc CRD 311990 | 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 | $75,219 |
| Advus Financial Partners | Investment advisory (plan), Direct payment from the plan | $52,934 |