AUMdb

R & O Construction Profit Sharing 401(k) Plan

Sponsored by R & O Construction · EIN 870357889 · Plan #001

Total assets
$26.4M
Net assets
$26.4M
Active participants
172
With balances
197

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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $96,907
Resources Investment Advisors Inc Investment advisory (plan), Other fees $0