Rowley 401(k) Plan
Sponsored by Rowley Brothers, Inc. · EIN 381548597 · Plan #003
- Total assets
- $27.2M
- Net assets
- $27.2M
- Active participants
- 313
- With balances
- 235
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 |
|---|---|---|
| Tri Star Trust Bank | Accounting, Investment advisory (plan) | $62,190 |
| Newport Group, Inc. | Recordkeeping, Recordkeeping fees | $23,826 |
| Weinlander Fitzhugh | Accounting | $14,600 |
| Newport Trust Company | Trustee (institutional), Trustee (directed) | $7,521 |