Atkinson, Andelson, Loya, Ruud & Romo Profit Sharing And 401(k) Plans
Sponsored by Atkinson, Andelson, Loya, Ruud & Romo, A Professional Corporation · EIN 953378600 · Plan #001
- Total assets
- $260M
- Net assets
- $260M
- Active participants
- 389
- With balances
- 454
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 |
|---|---|---|
| Alphapoint, Inc. CRD 130115 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $30,820 |
| Alphapoint, Inc. | Investment management, Direct payment from the plan | $15,000 |