I. Rice & Co., Inc. Employee Profit Sharing Plan
Sponsored by I. Rice & Co., Inc. · EIN 231730455 · Plan #001
- Total assets
- $15.0M
- Net assets
- $15.0M
- Active participants
- 99
- With balances
- 117
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 |
|---|---|---|
| D.A. Davidson & Co. CRD 199 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Usa | Recordkeeping, Investment management, Shareholder servicing fees | $315 |
| D.A. Davison & Co. | Investment management | $25 |
| John Hancock Enterprise | Investment management | $0 |