Rood, Riddle & Partners, P.S.C. Savings And Retirement Plan
Sponsored by Rood, Riddle & Partners, P.S.C. · EIN 610993798 · Plan #001
- Total assets
- $38.1M
- Net assets
- $38.1M
- Active participants
- 331
- With balances
- 374
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) | $90,325 |
| Mesirow Financial, Inc | Investment advisory (plan) | $7,002 |
| Retirement Management Services, Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $5,022 |
| Mml Investor Services, Llc | Insurance agents and brokers, Insurance services, Insurance brokerage commissions | $0 |