Richardson Electronics, Ltd. Employees Profit Sharing Plan And Trust Agreement
Sponsored by Richardson Electronics, Ltd. · EIN 362096643 · Plan #001 · Lafox, IL
- Total assets
- $59.4M
- Net assets
- $59.4M
- Active participants
- 302
- With balances
- 407
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $42,312 |
| Investment advisory (participants) | $39,790 | |
| Strategic Advisors, Inc. | Investment advisory (plan) | $15,347 |