H.J. Russell & Company Employees' Retirement & Savings Plan
Sponsored by H.J. Russell & Company · EIN 580829071 · Plan #001
- Total assets
- $36.0M
- Net assets
- $36.0M
- Active participants
- 1,362
- With balances
- 861
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 |
|---|---|---|
| Retirement Fund Management, Llc CRD 126573 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $96,586 |
| Retirement Fund Management | Investment advisory (plan), Consulting fees | $25,000 |
| Clausell & Associates, P.C. | Accounting, Direct payment from the plan | $7,000 |