AUMdb

The Rogosin Institute, Inc. Retirement Plan For Non Union Employees

Sponsored by The Rogosin Institute, Inc. · EIN 133184198 · Plan #001

Total assets
$89.3M
Net assets
$89.3M
Active participants
446
With balances
532

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Newport Group, Inc. Contract administrator, Recordkeeping, Trustee (institutional) $50,998
Newport Trust Company Trustee (individual), Trustee (institutional) $13,578