Rouse, P.C. Savings & Profit Sharing Plan
Sponsored by Rouse Frets White Goss Gentile Rhodes, P.C. · EIN 431706479 · Plan #003
- Total assets
- $35.0M
- Net assets
- $35.0M
- Active participants
- 87
- With balances
- 137
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 |
|---|---|---|
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 96% | 2024 |
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Charles Schwab & Co., Inc. | Investment advisory (plan) | $36,509 |
| Wells Fargo Advisors | Investment advisory (plan) | $30,975 |
| Fidelity Investments | Investment advisory (plan) | $7,813 |
| Ubs Financial Services | Investment advisory (plan) | $1,580 |