Roihs 401(k) Profit Sharing Plan And Trust
Sponsored by Roi Healthcare Solutions · EIN 582519597 · Plan #001
- Total assets
- $5.0M
- Net assets
- $5.0M
- Active participants
- 95
- With balances
- 126
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners Llc | Investment advisory (plan) | $6,472 |
| United Of Omaha | Recordkeeping | $6,469 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $3,052 |
| Advised Assets Group, Llc | Investment management | $1 |