Karr Tuttle Campbell Retirement Savings Plan And Trust
Sponsored by Karr Tuttle Campbell, P.S. · EIN 911006438 · Plan #001
- Total assets
- $61.7M
- Net assets
- $61.7M
- Active participants
- 97
- With balances
- 142
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 |
|---|---|---|
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rbc Wealth Management | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $75,000 |
| Nwps | Recordkeeping, Consulting (pension), Participant loan processing | $35,797 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $19,074 |
| Moss Adams, Llp | Accounting | $10,908 |