One 401(k) Plan
Sponsored by Realty One Group, Inc. · EIN 412168865 · Plan #001
- Total assets
- $5.9M
- Net assets
- $5.9M
- Active participants
- 172
- With balances
- 299
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 |
|---|---|---|
| Arcwood Financial, Llc CRD 189512 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Arcwood Financial | Investment advisory (plan), Other fees, Direct payment from the plan | $14,651 |
| The Vanguard Group, Inc. | Other fees, Recordkeeping, Recordkeeping fees | $7,564 |