Rule Joy Trammell & Rubio 401(k) Retirement Plan
Sponsored by Rule Joy Trammell & Rubio, Llc · EIN 202218169 · Plan #001
- Total assets
- $15.6M
- Net assets
- $15.6M
- Active participants
- 82
- With balances
- 142
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 Llc | Investment advisory (plan) | $40,057 |
| Jones And Kolb Pa | Accounting | $11,000 |
| Pension Financial Services, Inc. | Contract administrator | $7,955 |
| Empower Annuity Insurance Company | Recordkeeping fees | $1,360 |