AUMdb

Rightworks, Llc 401(k) Plan

Sponsored by Rightworks, Llc · EIN 205332205 · Plan #001

Total assets
$36.8M
Net assets
$36.8M
Active participants
656
With balances
718

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
Commonwealth Equity Services, Inc. Recordkeeping, Trustee (institutional), Other services $51,925
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $15,578
Adp Broker Dealer Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees $0