Bader Rutter Retirement Plan
Sponsored by Bader Rutter & Associates, Inc. · EIN 391184935 · Plan #001
- Total assets
- $35.4M
- Net assets
- $35.4M
- Active participants
- 164
- With balances
- 334
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 |
|---|---|---|
| Annex Advisory Services, Llc CRD 127987 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Contract administrator | $175,641 |
| Annex Wealth Management, Llc | Investment advisory (plan), Consulting fees | $44,195 |
| Reilly, Penner & Benton Llp | Investment advisory (plan), Consulting fees | $9,350 |