Gadabout, Inc. 401 K Profit Sharing Plan
Sponsored by Gadabout, Inc. · EIN 860421261 · Plan #001
- Total assets
- $8.2M
- Net assets
- $8.2M
- Active participants
- 194
- With balances
- 205
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 |
|---|---|---|
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rbc Wealth Management | Investment advisory (participants), Investment advisory (plan), Investment management fees (indirect) | $34,564 |
| American Trust Retirement | Recordkeeping, Custodial (other), Custodial (securities) | $23,812 |