AUMdb

Rpi Consultants, Llc Retirement Plan

Sponsored by Rpi Consultants, Llc · EIN 371480199 · Plan #001

Total assets
$15.5M
Net assets
$15.5M
Active participants
116
With balances
190

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
Greenspring Advisors, Llc CRD 132669 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Greenspring Advisors Investment advisory (plan), Direct payment from the plan $29,246
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $28,571