AUMdb

Ryan Retirement Plan And Trust

Sponsored by Ryan, Swanson & Cleveland, Pllc · EIN 910392954 · Plan #001

Total assets
$56.6M
Net assets
$56.6M
Active participants
83
With balances
137

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
The Vanguard Group, Inc. Recordkeeping, Trustee (directed), Securities brokerage $23,050
Clark Nuber Ps Investment advisory (plan) $17,800
Cbiz Benefits & Insurance Svcs Investment advisory (plan) $14,000