AUMdb

Rs&H, Inc. 401(k)plan

Sponsored by Rs&H, Inc. · EIN 592986466 · Plan #001

Total assets
$296M
Net assets
$296M
Active participants
1,702
With balances
2,322

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
Capfinancial Partners, Llc CRD 175112 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
John Hancock Recordkeeping, Participant loan processing, Float revenue $355,438
Smith, Gambrell & Russell, Llp Legal $60,890
Capfinancial Partners, Llc Investment advisory (plan) $30,706
Forvis Accounting $22,050
Gallagher Fiduciary Advisors Named fiduciary $20,000