AUMdb

Remington & Vernick Engineers Ii Inc. 401(k) And Profit Sharing Plan

Sponsored by Remington & Vernick Engineers Ii Inc. · EIN 813351834 · Plan #001

Total assets
$85.4M
Net assets
$85.4M
Active participants
517
With balances
684

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
Forusall Advisors, Llc CRD 167241 deterministic · 100% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Forusall Advisors Llc Investment advisory (plan) $149,882
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $57,273
Strategic Advisors, Inc. Investment advisory (plan) $26,352