Royal United Mortgage Llc 401(k) Plan
Sponsored by Royal United Mortgage, Llc · EIN 261773722 · Plan #001
- Total assets
- $18.6M
- Net assets
- $18.6M
- Active participants
- 277
- With balances
- 445
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 |
|---|---|---|
| Shepherd Financial Investment Advisory Llc CRD 288623 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins Co Of America | Recordkeeping fees | $64,559 |
| Shepherd Financial Investment Adv | Investment advisory (plan) | $32,000 |
| Blue Benefits Consulting, Inc. | Contract administrator | $30,959 |