Roth Staffing Companies, Lp 401(k) Plan
Sponsored by Roth Staffing Companies, Lp · EIN 330633164 · Plan #001
- Total assets
- $29.6M
- Net assets
- $29.6M
- Active participants
- 1,471
- With balances
- 604
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 Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Retirement Plan Srvcs | Recordkeeping, Participant loan processing, Redemption fees | $104,207 |
| Sageview Advisory Group Llc | Investment advisory (plan) | $28,250 |
| Withumsmith+Brown, Pc | Accounting | $20,311 |