AUMdb

Restaurant Services, Inc. 401(k) Employee Savings Plan

Sponsored by Restaurant Services Inc · EIN 650308534 · Plan #001

Total assets
$44.7M
Net assets
$44.7M
Active participants
81
With balances
112

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
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 99% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Nfp Retirement, Inc. Investment advisory (plan), Direct payment from the plan $30,000
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $29,306
Morningstar Investment Management L Investment advisory (participants), Consulting fees $0