AUMdb

Resa Power, Llc 401(k) Profit Sharing Plan And Trust

Sponsored by Resa Power, Llc · EIN 452810331 · Plan #001

Total assets
$36.7M
Net assets
$36.7M
Active participants
577
With balances
418

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
Transamerica Financial Life Ins Co Recordkeeping, Participant loan processing, Investment management fees (indirect) $47,724
Merrill Lynch Life Agency, Inc Consulting (general), Insurance services, Investment advisory (plan) $31,489