Ritewood Inc Retirement Plan
Sponsored by Ritewood Inc · EIN 820291851 · Plan #002
- Total assets
- $8.7M
- Net assets
- $8.7M
- Active participants
- 0
- With balances
- 45
Plan year beginning 01/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services | Investment advisory (plan), Account maintenance fees | $50,198 |
| Morgan Stanley | Investment advisory (plan), Account maintenance fees | $27,003 |
| Jones Simkins Llc | Accounting | $6,810 |