AUMdb

Roush Holdings, Inc. 401(k) Plan

Sponsored by Roush Holdings, Inc. · EIN 814228008 · Plan #004

Total assets
$22.4M
Net assets
$22.4M
Active participants
410
With balances
330

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
Edward D. Jones & Co., L.P. CRD 250 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Edward Jones Investment advisory (plan) $41,364
Coastal Pension Services Contract administrator $15,846
Capital Group Retirement Plan Svs Recordkeeping fees $2,157