AUMdb

Rate Holdings Corp. Multiple Employer 401(k) Plan

Sponsored by Rate Holdings Corp. · EIN 301301067 · Plan #001

Total assets
$526M
Net assets
$526M
Active participants
5,942
With balances
8,186

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
T Rowe Price Rps Inc Recordkeeping, Trustee (institutional), Trustee (directed) $552,602
Richey May & Co Llp Accounting, Direct payment from the plan $28,400