Robson Forensic, Inc. 401(k) Plan
Sponsored by Robson Forensic, Inc. · EIN 232776905 · Plan #002
- Total assets
- $24.2M
- Net assets
- $24.2M
- Active participants
- 183
- With balances
- 228
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | fuzzy_auto · 94% | 2024 |
| Capital Research And Management Company CRD 110885 | fuzzy_auto · 97% | 2024 |
| Bny Mellon Investment Adviser, Inc. CRD 105642 | deterministic · 100% | 2024 |
| Federated Mdta Llc CRD 109355 | deterministic · 100% | 2024 |
| Boston Management And Research CRD 104853 | deterministic · 100% | 2024 |
| Pgim Investments Llc CRD 105670 | deterministic · 100% | 2024 |
| Invesco Advisers, Inc. CRD 105360 | deterministic · 100% | 2024 |
| Dodge & Cox CRD 104596 | fuzzy_auto · 95% | 2024 |
| Blackrock Advisors, Llc CRD 106614 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial Rpcp | Investment advisory (plan), Investment management fees (direct) | $48,562 |
| Vanguard Group, Inc. | Recordkeeping, Custodial (securities), Participant loan processing | $17,345 |
| Conrad Siegel | Recordkeeping, Consulting (pension), Other services | $9,107 |
| Capital Research And Management Com | Investment management, Investment management fees (indirect) | $0 |
| Bny Mellon Investment Adviser, Inc | Investment management, Investment management fees (indirect) | $0 |
| Federated Mdta Llc | Investment management, Investment management fees (indirect) | $0 |
| Vaneck Absolute Return Advisers Cor | Investment management, Investment management fees (indirect) | $0 |
| Boston Management And Research | Investment management, Investment management fees (indirect) | $0 |
| Pgim Investments Llc | Investment management, Investment management fees (indirect) | $0 |
| Invesco Advisers, Inc. | Investment management, Investment management fees (indirect) | $0 |
| Dodge & Cox | Investment management, Investment management fees (indirect) | $0 |
| Blackrock Advisors, Llc | Investment management, Investment management fees (indirect) | $0 |