Roevolution 226 Profit Sharing & 401(k) Plan
Sponsored by Roevolution 226, Llc · EIN 471716542 · Plan #001
- Total assets
- $13.0M
- Net assets
- $13.0M
- Active participants
- 144
- With balances
- 181
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 |
|---|---|---|
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $6,135 |
| Adp Broker Dealer | Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees | $0 |
| Mesirow Financial Investment Manage | Participant loan processing, Direct payment from the plan | $0 |
| Northwestern Mutual Investment Serv | Other services, Other fees | $0 |