Daniel Rp Management, Llc 401(k) Plan
Sponsored by Daniel Rp Management, Llc · EIN 455473308 · Plan #001
- Total assets
- $29.5M
- Net assets
- $29.5M
- Active participants
- 888
- With balances
- 399
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 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Co | Recordkeeping fees | $52,556 |
| Merrill Lynch Pierce Fenner & Smith | Investment advisory (plan) | $50,098 |
| Precison Plan Administration | Contract administrator | $12,675 |
| Empower Advisory Group | Investment management | $11,414 |