Rutter's Retirement Savings Plan
Sponsored by Rutter's · EIN 231331865 · Plan #003
- Total assets
- $2.6K
- Net assets
- $0
- Active participants
- 1,785
- With balances
- 0
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 |
|---|---|---|
| Alden Capital Management Inc. CRD 293551 | deterministic · 100% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock | Recordkeeping, Participant loan processing, Float revenue | $59,765 |
| Lpl | Investment advisory (plan) | $14,762 |
| Alden Capital | Investment advisory (plan) | $14,762 |
| Creative Planning Llc | Investment advisory (plan) | $10,843 |