AUMdb

Rco Engineering, Inc. 401(k) Plan

Sponsored by Rco Engineering, Inc. · EIN 382502121 · Plan #004

Total assets
$61.4M
Net assets
$61.4M
Active participants
545
With balances
701

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
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Morgan Stanley Smith Barney Llc Investment advisory (plan) $100,744
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$68,789