Rss Retirement Plan
Sponsored by Rex Signature Services, Llc · EIN 814149824 · Plan #004
- Total assets
- $67.5M
- Net assets
- $67.5M
- Active participants
- 646
- With balances
- 969
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 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | Investment advisory (plan) | $109,182 |
| Empower Advisory Group, Llc | Investment management | $96,424 |
| Empower Annuity Insurance Company | Recordkeeping fees | $64,363 |
| Osborne & Associates, Inc. | Contract administrator | $28,601 |
| Moss Adams Llp | Accounting | $25,525 |