Regional District Council Retirement Plan
Sponsored by Board Of Trustees, Regional District Council Retirement Plan · EIN 736360525 · Plan #001
- Total assets
- $53.6M
- Net assets
- $52.1M
- Active participants
- 2,031
- With balances
- 4,833
Plan year beginning 01/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Acropolis Investment Management, L.L.C. CRD 121307 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| William C. Earhart Company, Inc. | Accounting, Claims processing, Contract administrator | $221,131 |
| Acropolis Investment Management | Investment management, Investment management fees (direct) | $143,898 |
| Withumsmith+Brown, P.C. | Accounting, Direct payment from the plan | $69,443 |
| The Segal Company | Consulting (general), Direct payment from the plan | $47,934 |
| Charles Schwab Trust Bank | Custodial (securities), Direct payment from the plan, Investment management fees (indirect) | $14,297 |
| Hartnett Reyes Jones, Llc | Legal, Direct payment from the plan | $12,200 |