Rancho Research Institute 401(k) Retirement Plan
Sponsored by Rancho Research Institute · EIN 951911180 · Plan #002
- Total assets
- $16.1M
- Net assets
- $16.1M
- Active participants
- 136
- With balances
- 181
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 |
| Dodge & Cox CRD 104596 | fuzzy_auto · 95% | 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) | $44,267 |
| Dodge & Cox | Investment management, Shareholder servicing fees | $0 |