Case & Associates Properties, Inc. 401(k) Plan
Sponsored by Case & Associates Properties, Inc. · EIN 731180117 · Plan #001
- Total assets
- $27.0M
- Net assets
- $27.0M
- Active participants
- 633
- With balances
- 600
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 |
| Dimensional Fund Advisors Lp CRD 106482 | fuzzy_auto · 94% | 2024 |
| The Vanguard Group, Inc. CRD 105958 | deterministic · 100% | 2024 |
| Invesco Canada Ltd. CRD 126572 | 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) | $125,238 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $5,850 |
| Commerce Bank | Investment advisory (plan) | $4,694 |
| Futureplan By Ascensus | Recordkeeping, Participant loan processing, Recordkeeping fees | $1,015 |
| Jp Morgan Funds | Investment management, Shareholder servicing fees | $0 |
| Mfs Funds | Investment management, Shareholder servicing fees | $0 |
| Dimensional Funds | Investment management, Shareholder servicing fees | $0 |
| Vanguard Group | Investment management, Shareholder servicing fees | $0 |
| Fidelity | Investment management, Shareholder servicing fees | $0 |
| Invesco | Investment management, Shareholder servicing fees | $0 |