AUMdb

Riverside Technology, Inc. 401(k) Profit Sharing Plan

Sponsored by Riverside Technology, Inc. · EIN 840979061 · Plan #001

Total assets
$10.7M
Net assets
$10.7M
Active participants
93
With balances
172

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
Acorn Creek Capital Llc CRD 325809 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Acorn Creek Capital Investment advisory (participants) $21,298
John Hancock Life Ins Recordkeeping, Investment management, Sub-transfer agency fees $930