Concentric Rockford Inc. Employees' Pension Plan
Sponsored by Concentric Rockford Inc. · EIN 363262177 · Plan #002
- Total assets
- $30.0M
- Net assets
- $30.0M
- Active participants
- 44
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Principal Securities, Inc. CRD 1137 | deterministic · 100% | 2024 |
| Principal Global Investors, Llc CRD 109002 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $125,410 |
| Principal Global Investors, Llc | Investment advisory (plan), Direct payment from the plan | $16,325 |
| Principal Securities Inc | Investment advisory (plan), Other fees | $0 |