Rotschy, Inc. 401(k) Plan
Sponsored by Rotschy, Inc. · EIN 911420205 · Plan #002
- Total assets
- $25.1M
- Net assets
- $25.1M
- Active participants
- 521
- With balances
- 545
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 |
|---|---|---|
| First Pacific Financial, Inc. CRD 284736 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| First Pacific Financial Inc | Investment advisory (plan) | $74,212 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $41,320 |
| Pension Plan Specialists, Pc | Contract administrator | $31,448 |
| Empower Advisory Group, Llc | Investment management | $16,106 |