AUMdb

Rks Plumbing And Mechanical, Inc. Profit Sharing Plan

Sponsored by Rks Plumbing And Mechanical, Inc. · EIN 860670235 · Plan #001

Total assets
$5.4M
Net assets
$5.4M
Active participants
130
With balances
181

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
Creative Planning Institutional Advisors, Llc CRD 126777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
John Hancock Life Insurance Company Recordkeeping $2,610
Sageview Advisory Group Investment advisory (participants) $0