AUMdb

Chinburg Builders, Inc. 401(k) Profit Sharing Plan And Trust

Sponsored by Chinburg Builders, Inc. 401(k) Profit Sharing And Trust · EIN 020477790 · Plan #001

Total assets
$9.9M
Net assets
$9.9M
Active participants
132
With balances
124

Plan year beginning 02/01/2024 · 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
Invesco Canada Ltd. CRD 126572 deterministic · 100% 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) $23,793
Fidelity Investment management, Shareholder servicing fees $0
Columbia Funds Investment management, Shareholder servicing fees $0
Parnassus Funds Investment management, Shareholder servicing fees $0
Dimensional Funds Investment management, Shareholder servicing fees $0
Prudential Jennison Investment management, Shareholder servicing fees $0
Franklin Templeton Investment management, Shareholder servicing fees $0
Eagleasset Investment management, Shareholder servicing fees $0
Loomis Sayles Natixis Hansber Investment management, Shareholder servicing fees $0
Mfs Funds Investment management, Shareholder servicing fees $0
Invesco Investment management, Shareholder servicing fees $0
Pimco Funds Investment management, Shareholder servicing fees $0
Cohen & Steers Funds Investment management, Shareholder servicing fees $0
Schwabe, Williamson & Wyatt Investment management, Shareholder servicing fees $0
Blackrock Funds Investment management, Shareholder servicing fees $0