AUMdb

Robert Reiser & Company, Inc. 401(k) Profit Sharing Plan

Sponsored by Robert Reiser & Company, Inc. · EIN 042014453 · Plan #001

Total assets
$99.7M
Net assets
$99.7M
Active participants
590
With balances
738

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
Fidelity Inv Inst Op Co Llc Participant loan processing, Recordkeeping fees, Account maintenance fees -$25,820