Rba 401(k) Plan
Sponsored by The Roger Bacon Academy · EIN 562132157 · Plan #001
- Total assets
- $11.2M
- Net assets
- $11.2M
- Active participants
- 305
- With balances
- 419
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) | $32,611 |
| Epic Retirement Plan Services | Recordkeeping, Participant communication | $32,369 |
| Charles Schwab & Co, Inc. | Shareholder servicing fees | $0 |