AUMdb

Refrigeration Supplies Distributor Defined Contribution Retirement Plan & Trust

Sponsored by Rsd Total Control · EIN 951262130 · Plan #001

Total assets
$89.3M
Net assets
$89.3M
Active participants
713
With balances
526

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) $36,897
Fidelity Investments Institutional Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees -$24,750