Rosenboom Machine & Tool Inc Retirement Plan & Trust
Sponsored by Rosenboom Machine & Tool Inc · EIN 421258906 · Plan #001
- Total assets
- $38.1M
- Net assets
- $38.1M
- Active participants
- 728
- With balances
- 696
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Security National Bank | Trustee (institutional), Investment management, Shareholder servicing fees | $118,398 |
| Charles Schwab Trust Bank | Custodial (securities), Float revenue, Investment management | $10,882 |
| Charles Schwab & Co Inc | Custodial (securities), Shareholder servicing fees | $0 |