Rhodes Management Services, Llc 401(k) Plan
Sponsored by Rhodes Management Services, Llc · EIN 843909789 · Plan #001
- Total assets
- $5.8M
- Net assets
- $5.8M
- Active participants
- 200
- With balances
- 216
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | fuzzy_auto · 94% | 2024 |
| Legacy Wealth Management Inc CRD 108619 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| One Digital Investment Advisors | Investment advisory (plan), Direct payment from the plan | $8,347 |
| Legacy Asset Management, Inc | Investment advisory (plan), Direct payment from the plan | $7,846 |
| The Vanguard Group, Inc. | Other fees, Direct payment from the plan, Recordkeeping | $2,820 |