AUMdb

Spaulding Ridge 401 K Plan

Sponsored by Spaulding Ridge Llc · EIN 823908182 · Plan #001

Total assets
$24.8M
Net assets
$24.8M
Active participants
305
With balances
412

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

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Newport Group, Inc. Recordkeeping, Participant loan processing, Direct payment from the plan $66,696
T Rowe Price Rps Inc Recordkeeping, Trustee (institutional), Trustee (directed) $18,306