AUMdb

Donald B. Rice Tire Company, Inc. 401(k) Plan

Sponsored by Donald B. Rice Tire Company, Inc. · EIN 520710070 · Plan #003

Total assets
$16.3M
Net assets
$16.3M
Active participants
257
With balances
273

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
Kestra Advisory Services, Llc CRD 283330 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Kestra Advisory Services, Llc Investment advisory (participants), Other investment fees and expenses, Investment advisory (plan) $33,490
John Hancock Other fees, Participant loan processing, Recordkeeping fees $23,854
American Retirement Plan Services Recordkeeping $6,698