Rogue Fitness 401(k) Plan
Sponsored by Coulter Ventures Llc Dba Rogue Fitness · EIN 262409457 · Plan #001 · Columbus, OH
- Total assets
- $16.8M
- Net assets
- $16.8M
- Active participants
- 562
- With balances
- 684
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 |
|---|---|---|
| Everhart Financial Group Inc. | Accounting, Direct payment from the plan | $36,021 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (institutional), Direct payment from the plan | $11,201 |
| Milliman, Inc. | Recordkeeping, Participant loan processing, Direct payment from the plan | $1,884 |
| Charles Schwab & Co., Inc. | Custodial (securities), Shareholder servicing fees | $0 |