AUMdb

Ryan Lawn & Tree, Inc. Savings Plan

Sponsored by Ryan Lawn & Tree, Inc. · EIN 481078206 · Plan #001

Total assets
$27.6M
Net assets
$27.6M
Active participants
501
With balances
607

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
Cbiz Financial Solutions, Inc. CRD 16678 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $65,271
Alerus Financial, N.A Recordkeeping, Trustee (directed) $48,808
Cbiz Financial Solutions Inc Investment advisory (plan) $23,359
Demars Pension Consulting Services Contract administrator $4,566