Rupp Pfalzgraf Llc 401(k) Profit Sharing Plan
Sponsored by Rupp Pfalzgraf Llc · EIN 161583308 · Plan #001
- Total assets
- $25.9M
- Net assets
- $25.9M
- Active participants
- 129
- With balances
- 181
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Sterling Investment Counsel, Llc CRD 282624 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sterling Investment Counsel | Investment advisory (plan) | $33,619 |
| First Great West Life & Annuity | Recordkeeping fees | $26,777 |
| Chiampou Travis Besaw & | Accounting | $11,111 |
| Rimkus Marciano & Associates Inc | Contract administrator | $8,612 |
| Empower Advisory Group, Llc | Investment management | $2,705 |
| Charles Schwab, Inc | Securities brokerage | $0 |