AUMdb

Rockrose Development Llc 401(k) Plan

Sponsored by Rockrose Development, Llc · EIN 383982874 · Plan #001

Total assets
$24.6M
Net assets
$24.5M
Active participants
108
With balances
133

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Joseph L. Calandra, Cpa, Pc Other fees $14,500
Nawrocki Smith Llp Other fees $14,500
Wagner Pension Services, Llc Other fees $6,750
Voya Retirement Insurance And Annui Investment advisory (plan), Recordkeeping fees, Other fees $0
Morningstar Investment advisory (plan) $0