Rms Lifeline Inc 401(k) Profit Sharing Plan & Trust
Sponsored by Rms Lifeline Inc · EIN 364258607 · Plan #001
- Total assets
- $21.8M
- Net assets
- $21.8M
- Active participants
- 348
- With balances
- 476
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 |
|---|---|---|
| Cfm Advisors Inc CRD 111581 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Paychex, Inc. | Recordkeeping | $38,408 |
| Erisa Fiduciary Services, Inc. | Contract administrator | $6,995 |
| Cfm Advisors Inc | Investment advisory (participants) | $5,652 |