Rndc/Opici Ny 401(k) Plan
Sponsored by Rndc New York, Llc · EIN 873370628 · Plan #001
- Total assets
- $18.2M
- Net assets
- $18.2M
- Active participants
- 212
- With balances
- 227
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | fuzzy_auto · 99% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Jpmorgan Invest Holdings Llc | Recordkeeping fees | $30,035 |
| Wells Fargo Advisors Fin | Investment advisory (plan) | $20,000 |
| Empower Advisory Group | Investment management | $1,417 |