AUMdb

Reed City Group, Llc 401(k) Plan

Sponsored by Reed City Group, Llc · EIN 271173056 · Plan #001

Total assets
$7.3M
Net assets
$7.3M
Active participants
180
With balances
161

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
Newsquare Capital, Llc CRD 152430 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Newsquare Capital, Llc Investment management, Direct payment from the plan $22,247
Pcs Retirement, Llc Claims processing, Contract administrator, Recordkeeping $16,799