AUMdb

R F Fager Company 401 K Profit Sharing Plan And Trust

Sponsored by R F Fager Company, Llc · EIN 231937230 · Plan #002

Total assets
$10.6M
Net assets
$10.6M
Active participants
206
With balances
239

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
Wilmington Trust Nat'l Association Insurance agents and brokers, Investment advisory (plan) $25,394
Nationwide Recordkeeping, Investment management $22,483
Smith Elliott Kearns & Company, Llc Contract administrator, Direct payment from the plan $12,778