AUMdb

Rice Lake Weighing Systems Employees Profit Sharing Plus Plan

Sponsored by Rice Lake Weighing Systems, Inc. · EIN 391145543 · Plan #001

Total assets
$91.7M
Net assets
$91.7M
Active participants
659
With balances
878

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
Orgel Wealth Management, Llc CRD 168219 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Orgel Wealth Management, Llc Investment advisory (plan), Consulting fees $112,639
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $31,527