R.H. Peterson Co. 401(k) Retirement Plan
Sponsored by R.H. Peterson Co. · EIN 953137229 · Plan #003
- Total assets
- $21.2M
- Net assets
- $21.2M
- Active participants
- 198
- With balances
- 278
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $4,963 |
| Rbc Wealth Management | Other commissions | $0 |
| Raymond James Financial Services | Other commissions | $0 |
| National Financial Services Llc | Finders' fees/placement fees | $0 |