AUMdb

Rti 401(k) Plan

Sponsored by Riverside Technologies, Inc. · EIN 202173161 · Plan #001

Total assets
$18.2M
Net assets
$18.2M
Active participants
302
With balances
318

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
Creative Planning, Llc CRD 105348 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Co Recordkeeping fees $65,715
Creative Planning Llc Investment advisory (plan) $18,784
Benefit Plans, Inc. Contract administrator $12,423