AUMdb

The All Roads Company Retirement Savings Plan & Trust

Sponsored by All Roads Company · EIN 520556937 · Plan #001

Total assets
$37.7M
Net assets
$37.6M
Active participants
860
With balances
906

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
William Blair & Co. Investment advisory (plan) $82,012
Sc&H Attest Services, P.C. Accounting $19,950
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $9,458