Rcd Sales Company Profit Sharing Plan & Trust
Sponsored by Rcd Sales Company · EIN 311041741 · Plan #001
- Total assets
- $12.4M
- Net assets
- $12.4M
- Active participants
- 144
- With balances
- 143
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 |
|---|---|---|
| Valmark Advisers Inc CRD 108050 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Valmark Advisors, Inc | Investment advisory (plan) | $40,277 |
| Ascensus Llc | Recordkeeping, Trustee (institutional), Direct payment from the plan | $9,907 |