AUMdb

American Roller Company Retirement Plan

Sponsored by American Roller Company, Llc · EIN 200406363 · Plan #001

Total assets
$32.4M
Net assets
$32.4M
Active participants
433
With balances
447

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
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $56,922
Onedigital Investment Advisors Consulting (general), Insurance brokerage commissions $29,016
Charles Schwab & Co., Inc. Securities brokerage, Securities brokerage commissions $10
National Financial Services Securities brokerage, Securities brokerage commissions $0