H. E. Rohrer, Llc Profit Sharing 401(k) Plan
Sponsored by H.E. Rohrer, Llc · EIN 231875250 · Plan #001
- Total assets
- $5.3M
- Net assets
- $5.3M
- Active participants
- 954
- With balances
- 156
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 |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $23,350 |
| Cambridge Investment Research, Inc. | Investment advisory (plan), Consulting fees | $16,958 |