AUMdb

Ryze Claim Solutions 401(k) Plan

Sponsored by Ryze Claim Solutions Llc · EIN 352072320 · Plan #001

Total assets
$14.9M
Net assets
$14.9M
Active participants
182
With balances
236

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
Morgan Stanley Smith Barney Llc CRD 149777 fuzzy_auto · 93% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $36,211
Morgan Stanley Global Investment advisory (plan), Direct payment from the plan $8,624