Arlington/Roe & Co., Inc. 401(k) Plan
Sponsored by Arlington/Roe & Co., Inc. · EIN 351150545 · Plan #001
- Total assets
- $21.1M
- Net assets
- $21.1M
- Active participants
- 249
- With balances
- 273
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 |
|---|---|---|
| Nationwide | Recordkeeping, Custodial (securities), Participant communication | $37,556 |
| Horizon Cpa Services Inc. | Accounting | $15,000 |
| American Pension Advisors, Ltd. | Claims processing, Recordkeeping, Recordkeeping fees | $1,500 |
| Lasalle St. Securities, Llc | $0 |