AUMdb

Ryan R. Robison & Co., Inc. Retirement Plan

Sponsored by Ryan R. Robison & Company, Inc. · EIN 383419345 · Plan #001

Total assets
$0
Net assets
$0
Active participants
0
With balances
0

Plan year beginning 01/01/2025 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Robert W. Baird & Co. Incorporated CRD 8158 fuzzy_auto · 98% 2025

Service providers

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

Provider Services Direct comp
Robert W Baird Co Incorporated Investment advisory (plan), Direct payment from the plan $12,834
Cpi Qualified Plan Consultants, Inc Recordkeeping, Consulting (pension), Participant loan processing $11,167

Filing history

Plan year Assets Participants Source
01/01/2025 $0 0 ack 20251103123326NAL0010538864001
01/01/2024 $6.1M 137 ack 20251015120056NAL0006183328001