Rathje Companies 401(k) Plan
Sponsored by Rathje Enterprises, Inc. · EIN 371152236 · Plan #005
- Total assets
- $76.1M
- Net assets
- $76.1M
- Active participants
- 664
- With balances
- 638
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 |
|---|---|---|
| Advanced Capital Group, Inc. CRD 109673 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Advanced Capital Group | Investment advisory (plan), Consulting fees, Other investment fees and expenses | $106,415 |
| Milliman, Inc. | Recordkeeping, Consulting (pension), Copying and duplicating | $56,492 |
| Matrix Trust Company | Custodial (securities), Trustee (directed), Direct payment from the plan | $17,974 |