AUMdb

Reserve Management Group 401(k) Plan

Sponsored by Rmg Investment Group, Llc · EIN 452588798 · Plan #001

Total assets
$22.9M
Net assets
$22.9M
Active participants
284
With balances
457

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
Associated Trust Company, N.A. Recordkeeping, Consulting (pension), Trustee (discretionary) $160,333
Bober, Markey & Fedorovich Accounting, Direct payment from the plan $8,200