Rks Associates 401(k) Plan
Sponsored by Rks Associates · EIN 222529877 · Plan #003
- Total assets
- $15.8M
- Net assets
- $15.8M
- Active participants
- 187
- With balances
- 185
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 |
|---|---|---|
| Cfs Investment Advisory Services Llc CRD 106577 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cfs Investment Advisory Services | Investment advisory (participants) | $41,534 |
| John Hancock Retirement Plan Servic | Investment management fees (direct) | $25,409 |
| Prime Pensions, Inc. | Recordkeeping fees | $6,713 |