AUMdb

Ritchie Engineering Company Savings And Retirement Plan

Sponsored by Ritchie Engineering Company, Inc. · EIN 410728331 · Plan #001

Total assets
$10.5M
Net assets
$10.5M
Active participants
117
With balances
113

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
Valmark Advisers Inc CRD 108050 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Valmark Advisers Inc Investment advisory (plan) $24,576
Fidelity Investments Institutional Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees $350