S. Rothschild & Co., Inc. 401(k) Savings Plan
Sponsored by S. Rothschild & Co., Inc. · EIN 231539342 · Plan #001
- Total assets
- $16.9M
- Net assets
- $16.9M
- Active participants
- 121
- With balances
- 126
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 |
|---|---|---|
| Viable Planning, Llc CRD 322140 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Viable | Investment advisory (participants) | $26,120 |
| Lpl Financial Llc Rpcp | Investment advisory (participants) | $4,852 |
| John Hancock Life Ins Co Of Ny | Recordkeeping | $1,764 |