Reed & Reed Retirement Savings Plan
Sponsored by Reed And Reed · EIN 010378835 · Plan #002
- Total assets
- $40.9M
- Net assets
- $40.9M
- Active participants
- 191
- With balances
- 243
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $28,066 |
| Commonwealth Financial Network | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $17,041 |