AUMdb

Roc Service Company, Llc 401(k) Plan

Sponsored by Roc Service Company, Llc · EIN 270507316 · Plan #001

Total assets
$6.1M
Net assets
$6.1M
Active participants
217
With balances
128

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
First National Trust Company Investment advisory (plan) $22,775
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $20,830
Loren D Stark Company Investment advisory (plan) $1,620
Advanced Processing Accounting $798
Pension Plan Specialists, Pc Investment advisory (plan) $240
Standard Retirement Services Custodial (securities) $0