AUMdb

Radio Systems Corporation Retirement Savings Plan

Sponsored by Radio Systems Corporation · EIN 205548897 · Plan #001

Total assets
$78.5M
Net assets
$78.5M
Active participants
911
With balances
1,151

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
Creative Planning Institutional Advisors, Llc CRD 126777 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
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $53,506
Sageview Advisory Group Llc Investment advisory (plan) $39,583
Strategic Advisors, Inc. Investment advisory (plan) $18,320
Lbmc, Pc Accounting $15,500