AUMdb

Redmond, Inc. 401(k) Retirement Plan

Sponsored by Redmond, Inc. · EIN 203103122 · Plan #001

Total assets
$27.9M
Net assets
$27.9M
Active participants
456
With balances
588

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 fuzzy_auto · 93% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $54,973
Pensions Plus, Inc. Contract administrator $32,025
Merrill Lynch Pierce Fenner & Smith Investment advisory (plan) $27,947