AUMdb

The Price Companies, Inc. 401(k) Plan

Sponsored by The Price Companies, Inc. · EIN 710388495 · Plan #001

Total assets
$19.9M
Net assets
$19.9M
Active participants
326
With balances
524

Plan year beginning 05/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Transamerica Financial Life Ins. Co Recordkeeping, Participant loan processing, Investment management fees (indirect) $69,437
Merrill Lynch Life Agency, Inc Investment advisory (plan), Direct payment from the plan $33,951