Rio Gill 401(k) Plan & Trust
Sponsored by Rio Farms , Llc · EIN 770009052 · Plan #001
- Total assets
- $17.3M
- Net assets
- $17.2M
- Active participants
- 801
- With balances
- 237
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial Llc | Investment advisory (plan) | $31,625 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $26,146 |
| Cuttone & Mastro Cpa | Accounting | $8,500 |