Rcc Holdings Investment Savings Plan
Sponsored by Rcc Holdings, Llc Dba Primera · EIN 260176741 · Plan #002
- Total assets
- $3.1M
- Net assets
- $3.1M
- Active participants
- 202
- With balances
- 233
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 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward D. Jones & Co | Investment advisory (participants) | $5,105 |
| John Hancock Life Ins. Co. | Recordkeeping, Investment management, Shareholder servicing fees | $1,300 |