Ardmore Roderick 401(k) Plan
Sponsored by The Roderick Group, Inc. · EIN 203036399 · Plan #001
- Total assets
- $20.8M
- Net assets
- $20.8M
- Active participants
- 291
- With balances
- 421
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 |
|---|---|---|
| Lexus Wealth Management, Llc CRD 325200 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lexus Wealth Management | Investment advisory (plan), Direct payment from the plan | $130,817 |
| Ascensus Llc | Other fees, Participant loan processing, Recordkeeping fees | $17,564 |