Rockwood Capital 401(k) Retirement Plan
Sponsored by Rockwood Capital, Llc · EIN 204855911 · Plan #001
- Total assets
- $61.1M
- Net assets
- $61.1M
- Active participants
- 80
- With balances
- 126
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners Llc | Investment advisory (plan) | $50,000 |
| Empower Annuity Insurance Co. | Recordkeeping fees | $46,748 |
| Empower Advisory Group, Llc | Investment management | $26,533 |
| California Retirement Plans, Inc. | Contract administrator | $730 |