Roane Transportation Services Retirement Savings Plan
Sponsored by Roane Transportation Services, Llc · EIN 621641082 · Plan #001
- Total assets
- $3.3M
- Net assets
- $3.3M
- Active participants
- 106
- With balances
- 175
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins Co Of America | Recordkeeping fees | $24,341 |
| Erisa Services Inc | Contract administrator | $9,691 |
| Sageview Advisory Group, Llc | Investment management | $7,548 |