Rli Services Llc 401(k) Plan
Sponsored by Rli Services, Llc · EIN 820776939 · Plan #001
- Total assets
- $40.3M
- Net assets
- $40.3M
- Active participants
- 689
- With balances
- 922
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Employee Fiduciary, Llc | Recordkeeping, Recordkeeping fees | $69,742 |
| Pwmg, Llc | Investment management, Investment management fees (direct) | $55,551 |
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $8,087 |
| Lpl Financial Corporation Rpcp | Investment advisory (plan), Consulting fees | $5,038 |