Crossroads Rhode Island 401 K Retirement Plan
Sponsored by Crossroads Rhode Island · EIN 050259094 · Plan #002
- Total assets
- $10.1M
- Net assets
- $10.1M
- Active participants
- 168
- With balances
- 208
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 |
| Blackrock Fund Advisors CRD 105247 | fuzzy_auto · 93% | 2024 |
| Harding Loevner Lp CRD 104543 | fuzzy_auto · 96% | 2024 |
| American Fundstars Financial Group Llc CRD 315860 | fuzzy_auto · 96% | 2024 |
| Ivy Invest Corporation CRD 328122 | fuzzy_auto · 93% | 2024 |
| Alliancebernstein Corporation CRD 107445 | deterministic · 100% | 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) | $57,970 |
| Blackrock Funds | Investment management, Shareholder servicing fees | $0 |
| Columbia Funds | Investment management, Shareholder servicing fees | $0 |
| Eagleasset | Investment management, Shareholder servicing fees | $0 |
| Fidelity | Investment management, Shareholder servicing fees | $0 |
| Harding Loevner Funds | Investment management, Shareholder servicing fees | $0 |
| Loomis Sayles Natixis Hansber | Investment management, Shareholder servicing fees | $0 |
| Mfs Funds | Investment management, Shareholder servicing fees | $0 |
| Pimco Funds | Investment management, Shareholder servicing fees | $0 |
| Principal Funds | Investment management, Shareholder servicing fees | $0 |
| Putnam Mutual Funds | Investment management, Shareholder servicing fees | $0 |
| American Funds | Investment management, Shareholder servicing fees | $0 |
| Tiaa Cref | Investment management, Shareholder servicing fees | $0 |
| William Blair Funds | Investment management, Shareholder servicing fees | $0 |
| Ivy Investments | Investment management, Shareholder servicing fees | $0 |
| Allspring Global Funds | Investment management, Shareholder servicing fees | $0 |
| Alliancebernstein | Investment management, Shareholder servicing fees | $0 |