Revenue Analytics Topco, Inc. 401(k) Profit Sharing Plan & Trust
Sponsored by Revenue Analytics Topco, Inc., Dba Revenue Analytics, Llc · EIN 920651876 · Plan #001
- Total assets
- $12.3M
- Net assets
- $12.3M
- Active participants
- 60
- With balances
- 103
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 |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $19,905 |
| Cambridge Investment Research Inc | Investment advisory (plan) | $18,475 |