AUMdb

Rapid Financial Services, Llc 401(k) Retirement Plan

Sponsored by Rapid Financial Services, Llc · EIN 271333844 · Plan #001

Total assets
$19.9M
Net assets
$19.9M
Active participants
175
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).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $154,205
S B H U Life Agency Inc Other services, Other fees, Investment advisory (plan) $0
Coastal Pension Services Other services, Other fees, Consulting (pension) $0
Wilshire Associates Incorporated Investment advisory (plan), Other investment fees and expenses $0