Rodl Management, Inc. 401(k) Savings Plan
Sponsored by Rodl Management, Inc. · EIN 581307629 · Plan #001
- Total assets
- $69.0M
- Net assets
- $69.0M
- Active participants
- 330
- With balances
- 461
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Other fees, Participant loan processing, Recordkeeping | $50,605 |
| Osaic Wealth Inc | Investment advisory (plan), Direct payment from the plan | $25,070 |
| Morningstar | Other fees, Direct payment from the plan | $5,141 |