Hollstadt Consulting Retirement Savings Plan
Sponsored by Hollstadt & Associates, Inc. · EIN 411673112 · Plan #001
- Total assets
- $14.2M
- Net assets
- $14.2M
- Active participants
- 69
- With balances
- 145
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 |
|---|---|---|
| Rbc Capital Markets, Llc CRD 31194 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rbc Capital Markets, Llc | Investment advisory (plan), Consulting fees | $44,203 |
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $39,066 |