AUMdb

Rosenbauer America, Llc 401(k) Profit Sharing Plan

Sponsored by Rosenbauer South Dakota, Llc · EIN 460448012 · Plan #001

Total assets
$60.4M
Net assets
$60.4M
Active participants
771
With balances
767

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
Edward D. Jones & Co., L.P. CRD 250 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Edward Jones Investment advisory (plan) $79,482
Capital Group Retirement Plan Svcs. Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees $9,852