Raleigh Enterprises Retirement Savings Program
Sponsored by Rp Holdings Inc · EIN 951911073 · Plan #001
- Total assets
- $19.5M
- Net assets
- $19.5M
- Active participants
- 226
- With balances
- 222
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | fuzzy_auto · 93% | 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 |
|---|---|---|
| Sage View Advisory Group | Investment advisory (plan) | $46,760 |
| Truog Ryding Co. | Contract administrator | $19,868 |
| Pension Assurance Llp | Accounting | $11,500 |
| Empower Advisory Group, Llc | Investment management | $7,263 |
| Empower Annuity Insurance Company | Recordkeeping fees | $0 |