Roxul Usa Retirement And Savings Plan
Sponsored by Roxul Usa Inc. · EIN 990378111 · Plan #002
- Total assets
- $70.3M
- Net assets
- $70.3M
- Active participants
- 646
- With balances
- 858
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Capital Strategies Group, Llc CRD 140120 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $64,159 |
| Empower Advisory Group, Llc | Investment management | $36,822 |
| Capital Strategies Investment Group | Investment advisory (plan) | $32,500 |