Trg 401(k) And Profit Sharing Plan
Sponsored by The Richards Group, Inc. · EIN 751212662 · Plan #001
- Total assets
- $188M
- Net assets
- $188M
- Active participants
- 219
- With balances
- 656
Plan year beginning 01/01/2024 · Total participant-directed account, Default investment account (QDIA), Profit-sharing
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 |
|---|---|---|
| Global Retirement Partners, Llc | Consulting (general) | $45,000 |
| Weaver And Tidwell, Llp | Accounting | $14,700 |
| Ogletree,Deakins,Nash,Sm P.C | Legal | $11,652 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$167,971 |