Rotterdam Ventures, Inc. Employees Savings Plan
Sponsored by Rotterdam Ventures, Inc. · EIN 221865964 · Plan #002
- Total assets
- $14.2M
- Net assets
- $14.2M
- Active participants
- 137
- With balances
- 127
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 |
|---|---|---|
| Captial Bank & Trust | Recordkeeping fees, Other services, Investment management fees (indirect) | $46,718 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $10,682 |
| Morgan Stanley Global Banking Opera | Recordkeeping, Trustee (institutional), Other services | $9,527 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees | $0 |