AUMdb

The Rudolph/Libbe Companies Inc 401(k)/Profit Sharing Plan

Sponsored by The Rudolph/Libbe Companies, Inc · EIN 341520402 · Plan #002

Total assets
$116M
Net assets
$116M
Active participants
429
With balances
509

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
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Tfo Tdc, Llc Consulting (general), Insurance brokerage commissions $179,969
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $101,163
National Financial Services Securities brokerage, Securities brokerage commissions $0