AUMdb

Royal Neighbors Of America 401(k) Retirement Plan

Sponsored by Royal Neighbors Of America · EIN 361711198 · Plan #005

Total assets
$34.3M
Net assets
$34.3M
Active participants
155
With balances
212

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
Principal Securities, Inc. CRD 1137 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $65,308
Capfinancial Partners, Llc Consulting (general), Other fees $0
Principal Securities, Inc. Investment advisory (participants), Other fees $0