Roux Associates, Inc. Profit Sharing/401 K Plan
Sponsored by Roux Associates, Inc. · EIN 112579482 · Plan #001
- Total assets
- $110M
- Net assets
- $110M
- Active participants
- 440
- With balances
- 549
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $29,704 |
| Fidelity Workplace Services Llc | Plan administrator, Trustee (discretionary), Investment management | -$14,909 |