Ross Mould, Llc Bargaining Employees' Defined Benefit Plan
Sponsored by Ross Mould, Llc · EIN 452979151 · Plan #001
- Total assets
- $29.9M
- Net assets
- $29.9M
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Principal Global Investors, Llc CRD 109002 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Acrisure, Llc | Actuarial, Direct payment from the plan | $56,000 |
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $19,515 |
| Principal Global Investors, Llc | Investment advisory (plan), Direct payment from the plan | $18,480 |