C.G. Roxane 401(k) Plan
Sponsored by C.G. Roxane · EIN 680207100 · Plan #001
- Total assets
- $31.6M
- Net assets
- $31.6M
- Active participants
- 388
- With balances
- 307
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 |
|---|---|---|
| Mercer Investment Management, Inc. | Recordkeeping, Consulting (pension), Direct payment from the plan | $52,384 |
| Adp, Inc. | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $39,249 |
| Withumsmithbrown, Pc | Recordkeeping, Consulting (pension), Direct payment from the plan | $16,588 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees | $0 |