Ritz Safety Llc 401 K Profit Sharing Plan Trust
Sponsored by Ritz Safety Llc · EIN 204254041 · Plan #001
- Total assets
- $9.7M
- Net assets
- $9.6M
- Active participants
- 262
- With balances
- 209
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Recordkeeping fees, Participant loan processing | $60,008 |
| Opoc.Us | Participant loan processing, Recordkeeping, Recordkeeping fees | $12,088 |
| Cadaret, Grant & Co., Inc. | Investment advisory (plan) | $4,646 |
| Leafhouse Financial Advisors, Llc | Investment advisory (plan) | $3,434 |