Tech stack
No one at Retirement Plan Fiduciaries, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
M
Mid Atlantic Trust Company
Per Form ADV · $57M held · filed Mar 2024
Schwab
Per Form ADV · $34M held · filed Mar 2024
Empower
Per Form ADV · $24M held · filed Mar 2024
R
Reliance Trust Comapny
Per Form ADV · $19M held · filed Mar 2024
P
Principal Trust Company
Per Form ADV · $18M held · filed Mar 2024
V
Voya Trust Company
Per Form ADV · $5M held · filed Mar 2024
A
Ascensus Trust Comapny
Per Form ADV · $4M held · filed Mar 2024