Rohrich Automotive Group 401(k) Profit Sharing Plan
Sponsored by Rohrich Automotive Group · EIN 250921544 · Plan #001
- Total assets
- $17.3M
- Net assets
- $17.3M
- Active participants
- 409
- With balances
- 366
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 |
|---|---|---|
| Schneider Downs Wealth Management Advisors, Lp CRD 128591 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schneider Downs Wealth Mgmt Adv. | Investment advisory (participants), Investment advisory (plan) | $66,988 |
| Schneider Downs Ret. Solutions | Recordkeeping | $15,862 |
| Charles Schwab Trust Company | Custodial (securities) | $6,799 |