AUMdb

R.F.I. 401(k) Plan

Sponsored by Ryan Fireprotection, Inc. · EIN 351788848 · Plan #001

Total assets
$24.4M
Net assets
$24.4M
Active participants
213
With balances
230

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
Shepherd Financial Investment Advisory Llc CRD 288623 fuzzy_auto · 100% 2024

Service providers

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

Provider Services Direct comp
Shepherd Financial Investment Advis Investment advisory (plan) $54,761
Empower Annuity Insurance Company O Recordkeeping fees $26,249