AUMdb

Rite Hite Retirement Savings Plan

Sponsored by Rite Hite Holding Corporation · EIN 391913562 · Plan #001

Total assets
$494M
Net assets
$494M
Active participants
2,381
With balances
2,780

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 Capital Investment Advisors Inc CRD 107772 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Schwab Retirement Plan Services,Inc Recordkeeping, Investment advisory (participants), Direct payment from the plan $246,581
Strategic Capital Investment A Investment management, Direct payment from the plan $45,000
Reilly, Penner & Benton, Llp Accounting, Direct payment from the plan $9,500
Charles Schwab & Co., Inc. Employee (plan), Direct payment from the plan, Shareholder servicing fees $873