AUMdb

Rainwater Holt & Sexton Pa 401 K Psp

Sponsored by Rainwater, Holt & Sexton, P.A. · EIN 710685288 · Plan #001

Total assets
$13.0M
Net assets
$13.0M
Active participants
206
With balances
157

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Bank Of Ozarks Investment advisory (plan), Direct payment from the plan $84,209
Newport Group, Inc. Participant loan processing, Other fees, Recordkeeping $13,294