Ruffalo Noel Levitz 401(k) Plan
Sponsored by Ruffalo Noel Levitz · EIN 481289593 · Plan #001
- Total assets
- $54.6M
- Net assets
- $54.6M
- Active participants
- 350
- With balances
- 574
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 |
|---|---|---|
| Hays Financial Group, Llc CRD 306877 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Hays Financial Group Llc | Investment advisory (plan), Direct payment from the plan | $42,573 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $28,536 |