The Robins & Morton Retirement Savings Plan
Sponsored by Robins & Morton · EIN 631076743 · Plan #001
- Total assets
- $222M
- Net assets
- $222M
- Active participants
- 1,522
- With balances
- 1,783
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $156,441 |
| Captrust | Investment advisory (participants), Investment advisory (plan) | $117,528 |