L. G. Roloff Construction Co. , Inc. Profit Sharing & 401(k) Plan
Sponsored by L. G. Roloff Construction Co., Inc. · EIN 470563319 · Plan #002
- Total assets
- $18.5M
- Net assets
- $18.5M
- Active participants
- 107
- With balances
- 144
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning | Investment advisory (plan) | $86,746 |
| Tpp Retirement Plan Specialists | Recordkeeping | $27,007 |
| Matrix Broadridge | Custodial (securities) | $5,100 |