Rescue Agency Public Benefit, Llc 401(k) Plan
Sponsored by Rescue Agency Public Benefit, Llc · EIN 471335192 · Plan #001
- Total assets
- $13.1M
- Net assets
- $13.1M
- Active participants
- 215
- With balances
- 275
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 |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lavine, Lofgren, Morris & Engelberg | Accounting, Direct payment from the plan | $16,175 |
| Voya Retirement Ins And Annuity Co | Investment advisory (participants) | $8,640 |
| Cbiz Investment Advisory Services L | Investment advisory (participants), Investment advisory (plan), Investment management fees (indirect) | $0 |
| Cbiz Benefits And Insurance Service | Other services | $0 |