Rpa Retirement Plan
Sponsored by Rubin Postaer And Associates · EIN 954062405 · Plan #001
- Total assets
- $118M
- Net assets
- $118M
- Active participants
- 564
- With balances
- 692
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 |
|---|---|---|
| Sageview Advisory Group, Llc | Consulting fees | $85,273 |
| Merrill Lynch, Pierce, Fenner And S | Recordkeeping, Investment management fees (indirect), Float revenue | $72,021 |
| Cohnreznick | Accounting | $20,895 |
| Kravitz | Consulting fees | $11,250 |