AUMdb

Res Contractors, Llc 401(k) Plan

Sponsored by Res Contractors, Llc · EIN 943430414 · Plan #001

Total assets
$3.4M
Net assets
$3.4M
Active participants
72
With balances
206

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
Ameriprise Financial Services, Llc CRD 6363 deterministic · 100% 2024
Second Line Capital, Llc CRD 324386 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Second Line Capital Llc Investment management, Shareholder servicing fees $8,560
Proaccount Investment management, Shareholder servicing fees $3,511
Nationwide Investment management, Shareholder servicing fees $634
Nationwide Retirement Investment advisory (participants), Shareholder servicing fees $135
Ameriprise Financial Services Llc Investment management, Shareholder servicing fees $0
Ameriprise Financial Services Investment management, Shareholder servicing fees $0
Ameriprise Financial Services Llc Investment management, Shareholder servicing fees $0
Ameriprise Financial Services Investment advisory (participants), Shareholder servicing fees $0