Royal Management Corporation Lexington Retirement Savings Plan
Sponsored by Royal Management Corporation · EIN 363678107 · Plan #001
- Total assets
- $13.2M
- Net assets
- $13.2M
- Active participants
- 78
- With balances
- 257
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $46,492 |
| Creative Planning Llc | Investment advisory (plan), Direct payment from the plan | $27,705 |
| Wipfli Llp | Accounting, Direct payment from the plan | $13,500 |