Procon Consulting, Llc 401(k) Plan
Sponsored by Procon Consulting, Llc · EIN 541981434 · Plan #001
- Total assets
- $17.7M
- Net assets
- $17.7M
- Active participants
- 216
- With balances
- 161
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 |
|---|---|---|
| The Vanguard Group, Inc. CRD 105958 | deterministic · 100% | 2024 |
| Dodge & Cox CRD 104596 | fuzzy_auto · 95% | 2024 |
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
| American Century Investment Management Inc CRD 105778 | fuzzy_auto · 98% | 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) | $7,748 |
| Newberger Berman | Investment management, Shareholder servicing fees | $0 |
| First Eagle Funds | Investment management, Shareholder servicing fees | $0 |
| Tcw | Investment management, Shareholder servicing fees | $0 |
| Vanguard Group | Investment management, Shareholder servicing fees | $0 |
| Dodge & Cox | Investment management, Shareholder servicing fees | $0 |
| Fidelity | Investment management, Shareholder servicing fees | $0 |
| Franklin Templeton | Investment management, Shareholder servicing fees | $0 |
| American Century Investment Managem | Investment management, Shareholder servicing fees | $0 |
| Oakmark | Investment management, Shareholder servicing fees | $0 |