The Rockhill Group, Inc. Retirement Plan
Sponsored by The Rockhill Group, Inc. · EIN 201836715 · Plan #001
- Total assets
- $7.8M
- Net assets
- $7.8M
- Active participants
- 194
- With balances
- 187
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward D Jones & Co, Lp | Investment advisory (participants) | $27,698 |
| Wilshire Associates Inc | Investment advisory (participants) | $9,515 |
| Future Plan By Ascensus | Other services | $4,985 |
| John Hancock Usa | Recordkeeping, Investment management, Shareholder servicing fees | $3,284 |
| Ascensus Holdings, Inc. | Contract administrator | $0 |