The Roetzel & Andress 401(k) Plan
Sponsored by Roetzel & Andress, L.P.A. · EIN 341245415 · Plan #002
- Total assets
- $139M
- Net assets
- $139M
- Active participants
- 349
- With balances
- 481
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 |
|---|---|---|
| Enza Financial, Llc CRD 315827 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $62,500 |
| Enza Financial Llc | Investment management, Direct payment from the plan | $38,680 |
| Sikich Cpa Llc | Accounting, Direct payment from the plan | $13,000 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $305 |