Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan
Sponsored by Rumberger, Kirk & Caldwell, Professional Association · EIN 592089901 · Plan #026
- Total assets
- $92.3M
- Net assets
- $92.3M
- Active participants
- 173
- With balances
- 265
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $66,875 |
| Cerity Partners Retirement Plan | Consulting (general), Insurance brokerage commissions | $47,528 |
| Rehmann Llc | Accounting, Direct payment from the plan | $15,500 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |