Ro Mac Lumber & Supply, Inc. 401(k) Plan
Sponsored by Ro Mac Lumber & Supply, Inc. · EIN 590564454 · Plan #002
- Total assets
- $11.8M
- Net assets
- $11.8M
- Active participants
- 327
- With balances
- 400
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| At Retirement Services, Llc | Claims processing, Recordkeeping, Custodial (other) | $30,951 |
| Creative Planning Inc. | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $27,911 |