R & B Wholesale Dist Inc. 401(k) Profit Sharing Plan
Sponsored by R & B Wholesale Distributors Inc · EIN 953355162 · Plan #001
- Total assets
- $15.4M
- Net assets
- $15.4M
- Active participants
- 190
- With balances
- 146
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 |
|---|---|---|
| United Planners Fncl Svcs Of Americ | Recordkeeping, Trustee (institutional), Other services | $22,829 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $2,460 |
| Adp Broker Dealer | Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees | $0 |