Ratio States, Llc 401(k) Plan
Sponsored by Ratio States, Llc · EIN 472339289 · Plan #002
- Total assets
- $34.5M
- Net assets
- $34.5M
- Active participants
- 215
- With balances
- 255
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 · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $64,621 |
| Shepherd Financial Investment Advis | Investment advisory (plan), Other fees | $0 |