Rose Mary 401(k) Plan
Sponsored by Rose Mary, The Johanna Grasselli Rehabilitation & Education Center,Inc · EIN 341267579 · Plan #001
- Total assets
- $1.4M
- Net assets
- $1.4M
- Active participants
- 135
- With balances
- 155
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $7,166 |
| Global Retirement Partners Llc | Investment advisory (plan) | $4,202 |