AUMdb

Rba 401(k) Plan

Sponsored by Rba, Inc. · EIN 204004667 · Plan #001

Total assets
$26.7M
Net assets
$26.7M
Active participants
150
With balances
218

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
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $39,527
Kestra Investment Services Llc Investment advisory (plan) $28,000