Royal Bank Employee Stock Ownership And Retirement Savings Plan
Sponsored by Royal Bancshares, Inc. · EIN 391654381 · Plan #001
- Total assets
- $16.6M
- Net assets
- $16.6M
- Active participants
- 145
- With balances
- 179
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 |
|---|---|---|
| Rbc Capital Markets, Llc CRD 31194 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial | Claims processing, Recordkeeping, Custodial (other) | $29,832 |
| Rbc Capital Markets | Investment advisory (participants), Investment advisory (plan) | $25,890 |
| Olson Thielen & Co., Ltd. | Accounting | $15,864 |
| Bankvalue Advisory Services | Valuation | $5,400 |
| Hofmeister Insurance | Insurance services | $5,000 |
| Wipfli Llp | Contract administrator | $2,144 |