AUMdb

R. H. Foster Energy, Llc Retirement Plan

Sponsored by R. H. Foster Energy, Llc · EIN 010524966 · Plan #001

Total assets
$14.6M
Net assets
$14.6M
Active participants
526
With balances
186

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
Fisher Asset Management, Llc CRD 107342 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fisher Asset Management Llc Investment advisory (plan), Direct payment from the plan $73,462
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $25,220