Rincon Research Corporation Money Purchase Pension Plan
Sponsored by Rincon Research Corporation · EIN 860465180 · Plan #004
- Total assets
- $132M
- Net assets
- $132M
- Active participants
- 364
- With balances
- 472
Plan year beginning 01/01/2024 · Stock bonus, Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Captrust | Investment advisory (plan) | $46,967 |
| Charles Schwab & Co, Inc. | Securities brokerage commissions | $0 |