AUMdb

Rxp Agency, Llc 401(k) Plan

Sponsored by Rxp Agency, Llc · EIN 474743873 · Plan #001

Total assets
$1.6M
Net assets
$1.6M
Active participants
138
With balances
142

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
Oppenheimer & Co. Inc. CRD 249 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $28,165
Oppenheimer & Co Investment advisory (plan), Other fees $0