AUMdb

Ravenswood Represented Employee Defined Benefit Plan

Sponsored by Ihi Power Services Corp. · EIN 900819919 · Plan #005

Total assets
$23.5M
Net assets
$23.5M
Active participants
95
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Richmond Capital Management Inc CRD 104636 deterministic · 100% 2024
Burgess Chambers & Associates Inc CRD 110164 fuzzy_auto · 98% 2024

Service providers

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

Provider Services Direct comp
Richmond Capital Management, Inc. Investment advisory (plan) $28,796
Burgess Chambers & Associates, Inc. Investment advisory (plan) $25,000
Charles Schwab & Co., Inc. Securities brokerage $3,107
Charles Schwab Trust Bank Trustee (institutional) $2,292