Rlm Associates Retirement Plan
Sponsored by The Mayer Corporation · EIN 465084526 · Plan #001
- Total assets
- $12.9M
- Net assets
- $12.9M
- Active participants
- 567
- With balances
- 244
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 |
|---|---|---|
| Concurrent Investment Advisors, Llc CRD 323135 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $25,289 |
| Concurrent Investment Advisors Llc | Investment advisory (plan) | $20,000 |