Roe Dental Laboratory, Inc. 401(k) And Profit Sharing Plan
Sponsored by Roe Dental Laboratory, Inc. · EIN 341239101 · Plan #001
- Total assets
- $8.8M
- Net assets
- $8.8M
- Active participants
- 217
- With balances
- 165
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 |
|---|---|---|
| Raymond James Fin. Services Advisor | Investment advisory (plan) | $34,036 |
| Admin. Group, Llc Dba Tag Resources | Recordkeeping, Participant loan processing, Recordkeeping fees | $21,307 |
| Transamerica Financial Life Ins. Co | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $9,721 |