AUMdb

Rps Smartcourse Savings Plan

Sponsored by Americantcs Fiduciary Services, Llc · EIN 932789379 · Plan #014

Total assets
$10.1M
Net assets
$10.1M
Active participants
691
With balances
251

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
Rps Retirement Plan Advisors CRD 319220 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Rps Retirement Plan Advisors Investment advisory (participants), Investment advisory (plan), Investment management $37,546
Ameritas Life Insurance Corp Claims processing, Contract administrator, Plan administrator $35,583
Americantcs Fiduciary Services, Llc Claims processing, Plan administrator, Recordkeeping $17,374
Charles Schwab Bank Custodial (securities), Trustee (directed), Participant loan processing $3,247