Rochelle Leigh Group Llc 401(k) Profit Sharing Plan & Trust
Sponsored by Rochelle Leigh Group Llc · EIN 202428669 · Plan #001
- Total assets
- $2.1M
- Net assets
- $2.1M
- Active participants
- 158
- With balances
- 211
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 |
|---|---|---|
| Kerberrose Wealth Management, Llc CRD 168787 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Paychex, Inc. | Recordkeeping | $11,565 |
| Kerberrose Wealth Management, Llc | Investment advisory (participants) | $7,721 |