Robert Dietrick Co., Inc. 401(k) Profit Sharing Plan
Sponsored by Robert Dietrick Co., Inc. · EIN 351385992 · Plan #001
- Total assets
- $6.5M
- Net assets
- $6.5M
- Active participants
- 137
- With balances
- 155
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 |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
| American Fundstars Financial Group Llc CRD 315860 | fuzzy_auto · 96% | 2024 |
| Vista Investment Partners Ii, Llc CRD 327983 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T. Rowe Price Rps, Inc. | Recordkeeping, Trustee (institutional), Trustee (directed) | $27,974 |
| American Funds | Investment management, Shareholder servicing fees | $0 |
| Vanguard | Investment management, Shareholder servicing fees | $0 |
| Lord Abbett | Investment management, Shareholder servicing fees | $0 |
| Ab Global | Investment management, Shareholder servicing fees | $0 |
| Virtus Investment Partners | Investment management, Shareholder servicing fees | $0 |
| Fidelity | Investment management, Shareholder servicing fees | $0 |
| Transamerica Funds | Investment management, Shareholder servicing fees | $0 |