AUMdb

The Quadrangle Companies' Tax Deferred Savings Plan

Sponsored by Rga, Inc. · EIN 520788159 · Plan #002

Total assets
$29.1M
Net assets
$29.1M
Active participants
159
With balances
187

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
Rbs Wealth Management, Llc CRD 336536 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Rbc Wealth Management Investment advisory (plan) $68,671
Fidelity Investments Institutional Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees $39,646