The Miller Clapperton Partnership, Inc. 401(k) Retirement Plan
Sponsored by The Miller Clapperton Partnership, Inc. · EIN 581471374 · Plan #001
- Total assets
- $7.7M
- Net assets
- $7.7M
- Active participants
- 146
- With balances
- 131
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 |
| American Century Investment Management Inc CRD 105778 | fuzzy_auto · 93% | 2024 |
| American Fundstars Financial Group Llc CRD 315860 | fuzzy_auto · 96% | 2024 |
| Dimensional Fund Advisors Lp CRD 106482 | fuzzy_auto · 94% | 2024 |
| Blackrock Fund Advisors CRD 105247 | 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) | $8,905 |
| Jp Morgan Funds | Investment management, Shareholder servicing fees | $0 |
| Prudential Jennison | Investment management, Shareholder servicing fees | $0 |
| American Century Investments | Investment management, Shareholder servicing fees | $0 |
| Mfs Funds | Investment management, Shareholder servicing fees | $0 |
| Met West Funds | Investment management, Shareholder servicing fees | $0 |
| American Funds | Investment management, Shareholder servicing fees | $0 |
| Columbia Funds | Investment management, Shareholder servicing fees | $0 |
| Dimensional Funds | Investment management, Shareholder servicing fees | $0 |
| Blackrock Funds | Investment management, Shareholder servicing fees | $0 |
| Eaton Vance | Investment management, Shareholder servicing fees | $0 |
| Fidelity | Investment management, Shareholder servicing fees | $0 |
| Voya | Investment management, Shareholder servicing fees | $0 |
| Seafarer Funds | Investment management, Shareholder servicing fees | $0 |