Durham Retirement Plan
Sponsored by Ratp Dev Usa, Inc. · EIN 751626932 · Plan #002
- Total assets
- $20.6M
- Net assets
- $20.6M
- Active participants
- 220
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Principal Global Investors, Llc CRD 109002 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $76,341 |
| Principal Global Investors Llc | Investment advisory (plan), Direct payment from the plan | $6,041 |