AUMdb

Rothe Development, Inc. 401(k) Plan

Sponsored by Rothe Development, Inc. · EIN 741606784 · Plan #001

Total assets
$14.3M
Net assets
$14.3M
Active participants
314
With balances
383

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

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $30,593
Empower Advisory Group, Llc Investment management $11,738
Leafhouse Financial Advisors, Llc Investment advisory (plan) $6,135