AUMdb

Rhodes Financial Services, Llc 401(k) Plan

Sponsored by Rhodes Financial Services, Llc · EIN 582493504 · Plan #001

Total assets
$27.6M
Net assets
$27.6M
Active participants
178
With balances
248

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
Rsm Us Wealth Management Llc Recordkeeping, Trustee (institutional), Other services $63,505
Adp, Inc. Recordkeeping, Direct payment from the plan, Recordkeeping fees $4,492