Rgl 401(k) Retirement Savings Plan
Sponsored by Rgl Holdings, Inc. · EIN 412001377 · Plan #003
- Total assets
- $10.2M
- Net assets
- $10.2M
- Active participants
- 112
- With balances
- 186
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Intervest International Inc | Investment advisory (plan) | $16,150 |
| Morgan Stanley | Investment advisory (plan) | $12,785 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $3,231 |
| Empower Advisory Group, Llc | Investment management | $1,179 |