Reefpoint Group Llc 401 K Psp
Sponsored by Reefpoint Group · EIN 262003951 · Plan #001 · Vienna, VA
- Total assets
- $5.7M
- Net assets
- $5.7M
- Active participants
- 126
- With balances
- 174
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 |
|---|---|---|
| Tribridge Partners Financial Llc CRD 326489 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc | Direct payment from the plan, Investment management fees (indirect), Soft dollars commissions | $15,307 |
| Mml Investors | Investment advisory (plan), Direct payment from the plan | $13,478 |
| Tribridge Partners Financial | Investment advisory (plan), Direct payment from the plan | $8,338 |