AUMdb

Regional Management Corp. Savings & Investment Plan

Sponsored by Regional Management Corp. · EIN 570847115 · Plan #001

Total assets
$42.6M
Net assets
$42.6M
Active participants
1,671
With balances
1,768

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 · 99% 2024

Service providers

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

Provider Services Direct comp
Raymond James & Associates Inc Investment advisory (plan) $86,754
Jpmorgan Invest Holdings Llc Recordkeeping fees $80,314