AUMdb

Thos Somerville Co 401(k) Retirement Plan

Sponsored by Thos Somerville Co · EIN 530147890 · Plan #001

Total assets
$45.4M
Net assets
$45.4M
Active participants
372
With balances
408

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
T. Rowe Price Rps, Inc. Recordkeeping, Trustee (institutional), Trustee (directed) $48,692
Pimco Funds Investment management, Shareholder servicing fees $0
Janus Funds Investment management, Shareholder servicing fees $0