Rdg Planning & Design, Inc. 401(k) Retirement Plan
Sponsored by Rdg Planning & Design, Inc. · EIN 421338016 · Plan #001
- Total assets
- $57.0M
- Net assets
- $57.0M
- Active participants
- 230
- With balances
- 264
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees, Direct payment from the plan, Recordkeeping | $136,737 |
| Global Retirement Partners Llc | Other fees, Investment advisory (plan) | $16,157 |
| Mmlis | Other commissions | $0 |