Rizzieri Management Co. , Inc. Employees' 401(k) Plan
Sponsored by Rizzieri Management Co. , Inc. · EIN 223266937 · Plan #001
- Total assets
- $8.2M
- Net assets
- $8.2M
- Active participants
- 165
- With balances
- 109
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Contract administrator | $31,483 |
| Osaic Wealth Inc | Investment advisory (plan), Investment advisory (participants), Investment management fees (indirect) | $0 |
| Fsc Securities Corp/Osaic Wealth | Investment advisory (participants), Investment management fees (indirect), Investment advisory (plan) | $0 |