Rw Towne Realty 401(k) Plan
Sponsored by Rw Towne Realty Llc · EIN 922410162 · Plan #001
- Total assets
- $12.2M
- Net assets
- $12.2M
- Active participants
- 129
- With balances
- 132
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $48,090 |
| Resource 1, Inc. | Investment advisory (plan), Other fees | $0 |
| Pbmares, Llp | Other services, Other fees | $0 |
| Morningstar Investment Management | Investment advisory (participants), Consulting fees | $0 |