AUMdb

Rad Source Technologies, Inc. 401 K Plan

Sponsored by Rad Source Technologies, Inc. · EIN 650882844 · Plan #001

Total assets
$8.1M
Net assets
$8.1M
Active participants
157
With balances
127

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
Janney Montgomery Scott Llc CRD 463 deterministic · 100% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Janney Montgomery Scott Llc Investment advisory (plan) $10,143
Strategic Advisors, Inc. Investment advisory (plan) $7,841
Fidelity Investments Institutional Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees -$5,239