Blue Trust Inc. Retirement Plan
Sponsored by Blue Trust Inc. · EIN 853932468 · Plan #001
- Total assets
- $36.3M
- Net assets
- $36.3M
- Active participants
- 465
- With balances
- 475
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 |
|---|---|---|
| Rpa Financial, Llc CRD 294105 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rpa Financial Llc | Investment advisory (plan) | $53,272 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $46,651 |
| Empower Advisory Group, Llc | Investment management | $5,887 |