Roland Foods, Llc Retirement Benefit Plan
Sponsored by Roland Foods, Llc · EIN 135371294 · Plan #002
- Total assets
- $16.8M
- Net assets
- $16.8M
- Active participants
- 161
- With balances
- 258
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bsm Consulting Group Ltd | Investment advisory (plan) | $42,000 |
| Mcgladrey Llp | Accounting | $25,200 |
| Global Retirement Partners Llc | Investment advisory (plan) | $17,762 |
| Prospera Financial Services Inc | Other fees | $12,371 |
| Jpmorgan Invest Holdings Llc | Recordkeeping fees | $2,392 |
| M Financial Securities Marketing In | Other commissions | $0 |