AUMdb

Rg5 Llc 401 K Plan

Sponsored by Rg5 Llc · EIN 814921757 · Plan #001

Total assets
$33.8M
Net assets
$33.8M
Active participants
74
With balances
224

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
Merrill Lynch, Pierce, Fenner And S Recordkeeping, Investment management fees (indirect), Shareholder servicing fees $46,471
Forvis Mazars, Llp Direct payment from the plan $22,365