Rowmark, Llc Retirement Plan
Sponsored by Rowmark, Llc · EIN 205966443 · Plan #001
- Total assets
- $20.7M
- Net assets
- $20.7M
- Active participants
- 227
- With balances
- 305
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 |
|---|---|---|
| Venture Visionary Partners Llc CRD 304237 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ascensus Llc | Other fees, Participant loan processing, Recordkeeping fees | $4,613 |
| Venture Visionary Partners. | Investment advisory (plan), Direct payment from the plan | $3,486 |
| Venture Visionary Partners Llc | Other fees | $0 |
| Cbiz Benefits And Insurance Service | Other services | $0 |
| Voya Retirement Insurance And Annui | Investment advisory (participants) | $0 |