Rochester Management Inc. Savings Plan
Sponsored by Rochester Management, Inc. · EIN 161556654 · Plan #002
- Total assets
- $9.3M
- Net assets
- $9.3M
- Active participants
- 133
- With balances
- 130
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | Investment advisory (plan) | $17,396 |
| Empower Life & Annuity Insurance Co | Recordkeeping fees | $8,365 |