AUMdb

The Bay State Milling Company Retirement Plan

Sponsored by Bay State Milling Company · EIN 410141850 · Plan #003

Total assets
$92.0M
Net assets
$92.0M
Active participants
629
With balances
786

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
Napatree Capital Llc CRD 292776 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fiducient Advisors Consulting (general), Direct payment from the plan $44,546
T Rowe Price Rps Inc Recordkeeping, Trustee (institutional), Trustee (directed) $12,074
Napatree Capital Llc Investment advisory (participants), Direct payment from the plan $11,388