Rooney Holdings, Inc. 401(k) Savings Plan
Sponsored by Rooney Holdings, Inc. · EIN 731237809 · Plan #002
- Total assets
- $151M
- Net assets
- $151M
- Active participants
- 1,950
- With balances
- 2,631
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 |
|---|---|---|
| Brown Advisory Llc CRD 110181 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $150,088 |
| Brown Advisory | Investment advisory (plan) | $74,486 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $41,488 |