AUMdb

Rci 401(k) Plan

Sponsored by Rotolo Consultants, Inc. · EIN 721285520 · Plan #001

Total assets
$10.4M
Net assets
$10.4M
Active participants
394
With balances
183

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
Raymond James & Associates, Inc. CRD 705 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Transamerica Financial Life Participant loan processing, Investment management fees (indirect), Float revenue $19,429
Raymond James And Associates Inc Investment advisory (plan) $12,883