Raftelis Financial Consultants, Inc. 401 K Plan
Sponsored by Raftelis Financial Consultants · EIN 201054069 · Plan #002
- Total assets
- $40.5M
- Net assets
- $40.5M
- Active participants
- 189
- With balances
- 226
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $1,815 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees | $0 |