Richardson Kontogouris Emerson Llp 401(k) Profit Sharing Plan
Sponsored by Richardson Kontogouris Emerson Llp · EIN 010871934 · Plan #001
- Total assets
- $21.1M
- Net assets
- $21.1M
- Active participants
- 126
- With balances
- 154
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 |
|---|---|---|
| Chico Wealth Ria, Inc. CRD 162562 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Chico Wealth Ria Inc. Dba The O'don | Investment advisory (plan) | $42,890 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $15,816 |