AUMdb

Rmci 401(k) Profit Sharing Plan And Trust

Sponsored by Research Management Consultants, Inc. · EIN 770168450 · Plan #001

Total assets
$33.0M
Net assets
$33.0M
Active participants
154
With balances
192

Plan year beginning 04/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
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) $53,156
Empower Annuity Insurance Company O Recordkeeping fees $41,726