AUMdb

Rose Paving, Llc Employee's 401(k) Profit Sharing Plan

Sponsored by Rose Paving, Llc · EIN 475270739 · Plan #001

Total assets
$15.3M
Net assets
$15.3M
Active participants
530
With balances
271

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
Raymond James & Associates, Inc. CRD 705 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $53,782
Raymond James & Associates Inc Investment advisory (plan) $30,338