AUMdb

Sa Recycling, Llc 401(k) Profit Sharing Plan

Sponsored by Sa Recycling, Llc · EIN 743222369 · Plan #001

Total assets
$190M
Net assets
$190M
Active participants
3,083
With balances
3,926

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
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024
Rpa Financial, Llc CRD 294105 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $425,408
Rpa Financial, Llc Investment advisory (plan), Investment management fees (direct) $35,000
Haynie & Company Accounting, Direct payment from the plan $18,858
National Financial Services Securities brokerage, Securities brokerage commissions $0