Risk Theory Management, Llc 401(k) Plan
Sponsored by Risk Theory Management, Llc · EIN 883279524 · Plan #001
- Total assets
- $12.6M
- Net assets
- $12.6M
- Active participants
- 432
- With balances
- 211
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 Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $26,531 |
| Bank Of America Na | Investment advisory (plan), Investment management fees (direct) | $25,571 |