AUMdb

Race Rock 401(k) Plan

Sponsored by Structural And Steel Products, Inc. · EIN 751302561 · Plan #002

Total assets
$14.3M
Net assets
$14.3M
Active participants
439
With balances
306

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, Llc CRD 105348 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Creative Planning Llc Investment advisory (plan) $24,403
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $22,967