Rbc Development, Llc Safe Harbor 401(k) Plan
Sponsored by Rbc Development, Llc · EIN 742840622 · Plan #001
- Total assets
- $8.3M
- Net assets
- $8.3M
- Active participants
- 90
- With balances
- 139
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 |
|---|---|---|
| Creative Planning | Investment advisory (plan) | $33,715 |
| Tpp Retirement Plan Specialists | Recordkeeping | $27,621 |