Wood Rodgers 401(k) Plan
Sponsored by Wood Rodgers, Inc · EIN 911762478 · Plan #001
- Total assets
- $69.9M
- Net assets
- $69.9M
- Active participants
- 331
- With balances
- 369
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 |
|---|---|---|
| Capital Planning Advisors Llc | Consulting (general), Direct payment from the plan | $92,778 |
| T Rowe Price Rps Inc | Recordkeeping, Trustee (institutional), Trustee (directed) | $32,970 |