AUMdb

Robinson Industries Employee 401(k) Plan

Sponsored by Robinson Industries, Inc. · EIN 381497369 · Plan #003

Total assets
$15.2M
Net assets
$15.2M
Active participants
158
With balances
169

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
Strategic Advisors Llc CRD 125882 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
Strtegic Advisors, Inc Investment advisory (plan) $7,460
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $4,400