AUMdb

Redsail Technologies, Llc Retirement Savings Plan

Sponsored by Redsail Technologies, Llc · EIN 830946290 · Plan #001

Total assets
$137M
Net assets
$137M
Active participants
821
With balances
892

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
Gallagher Fiduciary Advisors, Llc CRD 146509 deterministic · 100% 2024
Ameriprise Financial Services, Llc CRD 6363 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Gallagher Fiduciary Advisors, Llc Investment advisory (plan) $52,500
Ameriprise Financial Investment advisory (participants) $40,800
Fidelity Investments Institutional Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees $17,824