AUMdb

Riccelli Holdings, Inc. 401(k) & Profit Sharing Plan

Sponsored by Riccelli Holdings, Inc. · EIN 461678818 · Plan #001

Total assets
$9.1M
Net assets
$9.1M
Active participants
277
With balances
157

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
Dermody, Burke & Brown Cpa's, Llc Accounting $13,000
Valiant Retire Inc. Recordkeeping $4,041