Roller Die & Forming Co., Inc. Profit Sharing Plan
Sponsored by Roller Die & Forming Co., Inc. · EIN 610487300 · Plan #002
- Total assets
- $8.2M
- Net assets
- $8.2M
- Active participants
- 251
- With balances
- 295
Plan year beginning 06/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Shepherd Financial Investment Advisory Llc CRD 288623 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $28,811 |
| Shepherd Financial Investment | Investment advisory (plan) | $18,477 |
| Cherry Bekaert Llp | Accounting | $11,509 |