AUMdb

Rottinghaus Company 401(k) Savings Plan

Sponsored by Rottinghaus Company, Inc. · EIN 930981410 · Plan #002

Total assets
$23.7M
Net assets
$23.7M
Active participants
687
With balances
377

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
Osaic Wealth, Inc. CRD 23131 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
401 K Safe, 3(16) Llc Recordkeeping $14,850
Lbmc Pc Accounting $13,800
Nationwide Investment advisory (participants) $7,334
Osaic Wealth Inc Investment advisory (participants) $6,727
Benefit Plans Plus Recordkeeping $5,775
Proaccount Investment advisory (participants) $3,173