AUMdb

Russell A. Farrow (U.S.) Inc. 401(k) Plan

Sponsored by Russell A. Farrow (U.S.) Inc. · EIN 383197841 · Plan #001

Total assets
$5.6M
Net assets
$5.6M
Active participants
136
With balances
168

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
Sigma Financial, Inc. CRD 123184 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Sigma Financial Corp Investment advisory (plan), Direct payment from the plan $7,739
Ascensus Llc Recordkeeping fees, Other fees, Securities brokerage $4,960
United Of Omaha Other fees, Direct payment from the plan $1,300