Retirement Unlimited 401(k) Plan
Sponsored by Retirement Unlimited, Inc. · EIN 541278450 · Plan #001
- Total assets
- $13.3M
- Net assets
- $13.3M
- Active participants
- 1,190
- With balances
- 516
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 |
|---|---|---|
| Capital Investment Advisory Services, Llc CRD 149124 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pcs Retirement, Llc | Contract administrator, Recordkeeping, Consulting (general) | $82,451 |
| Capital Investment Advisory Service | Investment management, Direct payment from the plan | $42,670 |
| Pension Assurance | Accounting | $30,000 |