Rtr Financial Services Inc 401(k) Profit Sharing Plan & Trust
Sponsored by Rtr Financial Services Inc · EIN 134032618 · Plan #001
- Total assets
- $8.4M
- Net assets
- $8.4M
- Active participants
- 216
- With balances
- 301
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Advisors | Investment advisory (participants) | $29,868 |
| Paychex, Inc. | Recordkeeping | $22,528 |