Rbr Management Llc 401(k) Profit Sharing Plan & Trust
Sponsored by Rbr Management Llc · EIN 271466450 · Plan #001
- Total assets
- $5.5M
- Net assets
- $5.5M
- Active participants
- 563
- With balances
- 759
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 |
|---|---|---|
| Farther Finance Advisors, Llc CRD 302050 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Paychex, Inc. | Recordkeeping | $21,954 |
| Farther Finance, Inc. | Investment advisory (participants) | $18,806 |