Rxbenefits, Inc. Retirement Savings Plan
Sponsored by Rxbenefits, Inc. · EIN 631157085 · Plan #001
- Total assets
- $61.0M
- Net assets
- $61.0M
- Active participants
- 1,105
- With balances
- 1,178
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 |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 95% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cambridge Investment Research | Investment advisory (plan) | $147,880 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $112,039 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $14,904 |
| Black & Pinckard | Accounting | $13,000 |