Simplot Retirement Savings Plan
Sponsored by J.R. Simplot Company · EIN 820196611 · Plan #004
- Total assets
- $1.6B
- Net assets
- $1.6B
- Active participants
- 9,014
- With balances
- 12,362
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 |
| Financial Engines Advisors L.L.C. CRD 104510 | 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) | $460,475 |
| Edelman Financial Engines | Investment advisory (participants), Direct payment from the plan | $330,497 |
| Verus | Investment advisory (plan), Direct payment from the plan | $107,809 |
| Cbiz Cpas P.C. | Accounting, Direct payment from the plan | $22,500 |
| Hawley, Troxell Ennis & Hawley Llp | Legal, Direct payment from the plan | $9,368 |
| Qdro Consultants | Consulting (general), Direct payment from the plan | $8,500 |
| Charles Schwab & Co., Inc. | Securities brokerage, Shareholder servicing fees | $943 |