AUMdb

Rh2 Engineering Inc. 401(k) Profit Sharing Plan And Trust

Sponsored by Rh2 Engineering Inc. · EIN 911108443 · Plan #001

Total assets
$49.6M
Net assets
$49.6M
Active participants
151
With balances
176

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
Capfinancial Partners, Llc CRD 175112 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $96,918
Capfinancial Partners, Llc Investment advisory (plan), Direct payment from the plan $27,924
Trutina Financial Investment advisory (plan), Direct payment from the plan $24,926
Orenda Retirement Llc Contract administrator, Other fees $0
Hunnex And Shoemaker Inc Other services, Other fees $0