AUMdb

Copt Defense Properties, Lp Employee Retirement Savings Plan

Sponsored by Copt Defense Properties, Lp · EIN 232930022 · Plan #001

Total assets
$109M
Net assets
$109M
Active participants
423
With balances
568

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) $57,993
Charles Schwab & Co., Inc. Securities brokerage, Other commissions, Float revenue $0