St. Johnsbury Automobile Company 401(k) P/S Trust
Sponsored by St. Johnsbury Subaru Llc · EIN 562431931 · Plan #001
- Total assets
- $5.7M
- Net assets
- $5.7M
- Active participants
- 62
- With balances
- 152
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 |
|---|---|---|
| Rpa Financial, Llc CRD 294105 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Financial Life Ins. Co | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $41,110 |
| Admin. Group, Llc Dba Tag Resources | Recordkeeping, Participant loan processing, Recordkeeping fees | $18,914 |
| Rpa Financial Llc | Investment advisory (plan) | $2,666 |