AUMdb

R & R, Inc. Employees 401(k) Profit Sharing Plan

Sponsored by R & R, Inc. · EIN 340948773 · Plan #001

Total assets
$31.4M
Net assets
$31.4M
Active participants
87
With balances
103

Plan year beginning 10/01/2024 · 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
John Hancock Retirement Planservics Recordkeeping, Participant loan processing, Float revenue $135,455
Charles Schwab & Co., Inc. Shareholder servicing fees, Float revenue $0