Rocking Horse Center 401(k) Plan
Sponsored by Rocking Horse Center · EIN 311593544 · Plan #001
- Total assets
- $8.6M
- Net assets
- $8.6M
- Active participants
- 213
- With balances
- 272
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 |
|---|---|---|
| Consolidated Financial Management Corp. CRD 119181 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Consolidated Financial Management | Investment advisory (plan), Consulting fees | $21,566 |
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $8,771 |