AUMdb

Rug Doctor, Llc 401(k) Retirement Plan

Sponsored by Rug Doctor, Llc · EIN 261257115 · Plan #001

Total assets
$17.8M
Net assets
$17.8M
Active participants
413
With balances
274

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
Usi Advisors, Inc. CRD 108113 deterministic · 100% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Usi Advisors Inc Investment advisory (plan) $32,316
Strategic Advisors, Inc. Investment advisory (plan) $12,280
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $3,011