Andrew Roby, Inc. 401(k) Plan
Sponsored by Andrew Roby, Inc · EIN 560850868 · Plan #001
- Total assets
- $7.6M
- Net assets
- $7.6M
- Active participants
- 137
- With balances
- 172
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Usa | Recordkeeping, Float revenue, Soft dollars commissions | $2,812 |
| Wilshire Associates Inc | Investment advisory (participants) | $0 |