Butch's Rathole & Anchor Service, Inc. 401(k) Plan
Sponsored by Butch's Rathole & Anchor Service, Inc. · EIN 751714654 · Plan #002
- Total assets
- $17.0M
- Net assets
- $17.0M
- Active participants
- 764
- With balances
- 361
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $46,704 |
| Kestra Advisory Services, Llc | Investment advisory (plan) | $39,503 |
| Southwest Bank | Investment advisory (plan) | $39,012 |
| Cri Tpa Services, Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $27,368 |