AUMdb

Rice Companies Profit Sharing Plan

Sponsored by D. E. Rice Contruction Co. Inc. · EIN 730791905 · Plan #001

Total assets
$6.8M
Net assets
$6.8M
Active participants
232
With balances
103

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
Pronvest, Llc Dba Future Capital CRD 119081 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Future Capital Investment advisory (participants), Direct payment from the plan, Investment management fees (direct) $13,547
American United Life Insurance Co Recordkeeping, Participant loan processing, Participant communication $3,947
Kingsview Wealth Management Consulting (general), Consulting fees $0