Roco Management, Llc 401(k) Plan
Sponsored by Roco Management, Llc · EIN 475571246 · Plan #001
- Total assets
- $2.7M
- Net assets
- $2.7M
- Active participants
- 125
- With balances
- 182
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 |
|---|---|---|
| Gordon Advisors, P.C. | Accounting | $13,500 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $1,609 |