AUMdb

Res Servicing Corp 401(k) Profit Sharing Plan & Trust

Sponsored by Res Servicing Corp · EIN 113455901 · Plan #001

Total assets
$7.9M
Net assets
$7.9M
Active participants
156
With balances
162

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
Ritholtz Wealth Management CRD 168652 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Ritholtz Wealth Management Llc Investment advisory (participants) $21,767
Paychex, Inc. Recordkeeping $15,885