AUMdb

R.K. Black, Inc. Retirement & Savings Plan

Sponsored by R.K. Black, Inc. · EIN 730674578 · Plan #001

Total assets
$14.4M
Net assets
$14.4M
Active participants
123
With balances
144

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
Visionpoint Advisory Group Investment advisory (plan) $32,161
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $18,332