Rick Engineering 401(k) Retirement Savings Plan
Sponsored by Rick Engineering Company · EIN 951859899 · Plan #005
- Total assets
- $63.0M
- Net assets
- $63.0M
- Active participants
- 394
- With balances
- 516
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Accelerate Investment Advisors Llc CRD 325859 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Accelerate Retirement | Investment advisory (plan), Direct payment from the plan | $120,569 |
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $52,881 |
| Charles Schwab & Co., Inc | Securities brokerage, Securities brokerage commissions | $11 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |