Resource Logistics Inc. 401(k) Plan
Sponsored by Resource Logistics Inc. · EIN 223529088 · Plan #001
- Total assets
- $4.1M
- Net assets
- $4.1M
- Active participants
- 257
- With balances
- 477
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 |
|---|---|---|
| Aurora Private Wealth, Inc. CRD 281604 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $29,408 |
| Aurora Private Wealth Inc | Investment advisory (plan) | $14,435 |