Russ Darrow Group, Inc. 401(k) Savings Plan
Sponsored by Russ Darrow Group, Inc. · EIN 391143175 · Plan #001
- Total assets
- $34.2M
- Net assets
- $34.2M
- Active participants
- 806
- With balances
- 927
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 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 | $72,623 |
| Thrivent Insurance Agency Inc | Other services, Other commissions | $0 |
| Thrivent Investment Management Inc. | Other services, Other fees | $0 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |