AUMdb

Raulli & Sons, Inc. The Employees' Profit Sharing & Retirement Plan

Sponsored by Raulli & Sons, Inc. · EIN 150616714 · Plan #001

Total assets
$25.6M
Net assets
$25.6M
Active participants
84
With balances
109

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
Voya Retirement Insurance And Annui Recordkeeping fees $15,856
Raulli & Sons, Inc. Other fees $10,655
Lpl Financial Other fees $0