AUMdb

Rho, Inc. Employees Savings Trust

Sponsored by Rho, Inc. · EIN 561442655 · Plan #001

Total assets
$75.3M
Net assets
$75.3M
Active participants
506
With balances
668

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
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $74,555
Benefit Fiduciary Group Llc Recordkeeping, Trustee (institutional), Other services $62,359
Creative Planning Holdco, Llc Recordkeeping, Trustee (institutional), Other services $5,589
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0