AUMdb

R.J. Kielty Plumbing, Inc. 401(k) Plan

Sponsored by R.J. Kielty Plumbing, Inc. · EIN 591785733 · Plan #002

Total assets
$2.6M
Net assets
$2.6M
Active participants
183
With balances
108

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
Mogul Wealth Management, Inc. CRD 144711 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Rpg Consultants Recordkeeping, Consulting (pension), Participant loan processing $19,927
July Business Services Llc Contract administrator, Recordkeeping, Recordkeeping fees $6,863
Moll Wealth Management Investment advisory (participants), Investment advisory (plan) $2,992