Royal Oak Enterprises 401(k) Retirement Plan
Sponsored by Royal Oak Enterprises · EIN 582496832 · Plan #003
- Total assets
- $29.0M
- Net assets
- $29.0M
- Active participants
- 665
- With balances
- 335
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $40,495 |
| Merrill Lynch Pierce Fenner & Smith | Investment advisory (plan) | $40,348 |