Royston, Rayzor, Vickery & Williams Savings Plan For Partners And Staff
Sponsored by Royston, Rayzor, Vickery & Williams, Llp · EIN 741196579 · Plan #003
- Total assets
- $21.5M
- Net assets
- $21.5M
- Active participants
- 103
- With balances
- 146
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 |
|---|---|---|
| M. E. Allison & Co., Inc. CRD 1047 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| M.E. Allison & Co., Inc. | Investment advisory (participants), Direct payment from the plan | $28,139 |
| Oneamerica Retirement Services, Llc | Recordkeeping, Copying and duplicating, Participant loan processing | $24,389 |
| Mscs Fin Services Div Of Broadridge | Shareholder servicing fees, Sub-transfer agency fees, Finders' fees/placement fees | $0 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |