Rotork 401(k) Plan
Sponsored by Rotork Controls, Inc. · EIN 112135246 · Plan #003
- Total assets
- $51.9M
- Net assets
- $51.9M
- Active participants
- 420
- With balances
- 563
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 |
|---|---|---|
| Prime Capital Investment Advisors, Llc CRD 288712 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $15,051 |
| Prime Capital Investment Advisors | Investment advisory (plan) | $12,089 |