Rbt Cpas, Llp 401(k) Profit Sharing Plan
Sponsored by Rbt Cpas, Llp · EIN 141604297 · Plan #001
- Total assets
- $8.4M
- Net assets
- $8.4M
- Active participants
- 117
- With balances
- 124
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 |
|---|---|---|
| Focused Wealth Management, Inc. CRD 154828 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Focused Wealth Management Inc | Investment advisory (plan) | $36,769 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $26,170 |