Rockford Toolcraft, Inc. Retirement Plan
Sponsored by Rockford Toolcraft, Inc. · EIN 362770957 · Plan #001
- Total assets
- $25.6M
- Net assets
- $25.6M
- Active participants
- 345
- With balances
- 270
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Oneamerica Retirement Services Llc | Recordkeeping, Copying and duplicating, Participant loan processing | $46,091 |
| Rsm Us Llp | Accounting, Direct payment from the plan | $42,000 |
| Oneamerica Investment Advisory Svcs | Consulting (general), Investment advisory (participants), Investment advisory (plan) | $5,569 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |