AUMdb

Blower Dempsay Corporation Retirement Savings Plan

Sponsored by Blower Dempsay Corporation · EIN 330208548 · Plan #001

Total assets
$23.9M
Net assets
$23.9M
Active participants
270
With balances
299

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
Dimensional Fund Advisors Lp CRD 106482 fuzzy_auto · 96% 2024
Manning & Napier Advisors, Llc CRD 105992 fuzzy_auto · 93% 2024
Invesco Canada Ltd. CRD 126572 deterministic · 100% 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) $54,716
Nuveen Funds Investment management, Shareholder servicing fees $0
Fidelity Investment management, Shareholder servicing fees $0
Dimensional Funds Investment management, Shareholder servicing fees $0
Janus Funds Investment management, Shareholder servicing fees $0
Jp Morgan Funds Investment management, Shareholder servicing fees $0
Legg Mason Investment management, Shareholder servicing fees $0
Goldman Sachs Funds Investment management, Shareholder servicing fees $0
Manning & Napier Investment management, Shareholder servicing fees $0
Mfs Funds Investment management, Shareholder servicing fees $0
Invesco Investment management, Shareholder servicing fees $0
Pimco Funds Investment management, Shareholder servicing fees $0