AUMdb

R & D Maintenance Services, Inc. 401(k)plan

Sponsored by R & D Maintenance Services, Inc. · EIN 731098539 · Plan #001

Total assets
$7.9M
Net assets
$7.9M
Active participants
202
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).

Firm Match Plan year
Forvis Mazars Wealth Advisors, Llc CRD 110905 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Forvis Mazars Wealth Advisors, Llc Contract administrator, Investment advisory (plan), Direct payment from the plan $23,233
Empower Anuuity Ins. Company Direct payment from the plan, Recordkeeping fees $19,973
Hogantaylor, Llp Accounting, Direct payment from the plan $17,900
Bkd, Llp Contract administrator, Direct payment from the plan $11,651