AUMdb

Rj Lee Group, Inc. Retirement Savings Plan

Sponsored by Rj Lee Group, Inc. · EIN 251375815 · Plan #001

Total assets
$19.9M
Net assets
$19.9M
Active participants
173
With balances
275

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
Voya Retirement Insurance & Annuity Recordkeeping fees $41,625
Bilkeykatz Investment Consultants Other fees $0