AUMdb

Rumpke 401(k) Retirement Plan

Sponsored by Rumpke Consolidated Companies, Inc. · EIN 311247560 · Plan #003

Total assets
$173M
Net assets
$173M
Active participants
3,628
With balances
3,855

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
Pca Investment Advisory Services, Inc. CRD 123475 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Pension Corporation Of America Contract administrator, Recordkeeping, Investment advisory (plan) $403,298
Pca Investment Advisory Services Investment advisory (plan), Investment management, Direct payment from the plan $59,504
Dean Dorton Allen Ford Pllc Accounting $18,200
Charles Schwab Trust Bank Trustee (directed), Direct payment from the plan, Investment management fees (indirect) $1,000