AUMdb

R&K Enterprises 401(k) Plan

Sponsored by R&K Enterprise Solutions, Inc. · EIN 208461691 · Plan #001

Total assets
$7.9M
Net assets
$7.9M
Active participants
109
With balances
115

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
Transamerica Life Insurance Company Recordkeeping, Participant loan processing, Investment management fees (indirect) $24,633
Global Retirement Partners Investment advisory (plan) $17,298
Tristar Pension, Ltd Recordkeeping, Participant loan processing, Recordkeeping fees $6,949