The Classic 401(k) Plan
Sponsored by Elite Properties Of America, Inc. Dba Classic Companies · EIN 841130622 · Plan #001
- Total assets
- $31.7M
- Net assets
- $31.7M
- Active participants
- 406
- With balances
- 269
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 |
|---|---|---|
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rbc Wealth Management | Investment advisory (participants), Direct payment from the plan | $51,250 |
| Corrundum Group Management | Investment advisory (participants), Direct payment from the plan | $51,250 |
| Alerus Financial N.A. | Recordkeeping, Trustee (institutional), Trustee (directed) | $39,108 |