AUMdb

Rkl Llp 401(k) Plan

Sponsored by Rkl Llp · EIN 232108173 · Plan #001 · Lancaster, PA

Total assets
$123M
Net assets
$123M
Active participants
665
With balances
895

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Strategic Advisors, Inc. Investment advisory (plan) $10,764
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $2,780