AUMdb

Rapa, Lp 401(k) Retirement Plan

Sponsored by Rausch & Pausch, Lp · EIN 800819524 · Plan #001

Total assets
$5.8M
Net assets
$5.8M
Active participants
130
With balances
136

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
Mcdonald Financial Services, Llc CRD 282899 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Invista Advisors Investment advisory (participants), Investment advisory (plan), Participant communication $6,514