Handstands Promo Retirement Plan
Sponsored by Handstands Promo, Llc · EIN 464120295 · Plan #001
- Total assets
- $3.5M
- Net assets
- $3.5M
- Active participants
- 107
- With balances
- 221
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 |
| American Fundstars Financial Group Llc CRD 315860 | fuzzy_auto · 96% | 2024 |
| Ivy Invest Corporation CRD 328122 | fuzzy_auto · 93% | 2024 |
| Neuberger Berman Bd Llc CRD 2908 | fuzzy_auto · 97% | 2024 |
| The Vanguard Group, Inc. CRD 105958 | 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) | $0 |
| Dimensional Funds | Investment management, Shareholder servicing fees | $0 |
| Wells Fargo Funds Trust | Investment management, Shareholder servicing fees | $0 |
| Pimco Funds | Investment management, Shareholder servicing fees | $0 |
| American Funds | Investment management, Shareholder servicing fees | $0 |
| Eagleasset | Investment management, Shareholder servicing fees | $0 |
| Ivy Investments | Investment management, Shareholder servicing fees | $0 |
| Neuberger Berman | Investment management, Shareholder servicing fees | $0 |
| Tiaa Cref | Investment management, Shareholder servicing fees | $0 |
| Vanguard Group | Investment management, Shareholder servicing fees | $0 |
| Blackrock Funds | Investment management, Shareholder servicing fees | $0 |
| Pioneer | Investment management, Shareholder servicing fees | $0 |
| Cohen & Steers Funds | Investment management, Shareholder servicing fees | $0 |
| Mfs Funds | Investment management, Shareholder servicing fees | $0 |
| Fidelity | Investment management, Shareholder servicing fees | $0 |