AUMdb

The Academy 401(k) Retirement Plan

Sponsored by Academy Parent, Llc · EIN 823500982 · Plan #001

Total assets
$13.4M
Net assets
$13.4M
Active participants
180
With balances
230

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

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) $29,692
American Beacon Funds Investment management, Shareholder servicing fees $0
Pimco Funds Investment management, Shareholder servicing fees $0
Dimensional Funds Investment management, Shareholder servicing fees $0
Eagleasset Investment management, Shareholder servicing fees $0
Fidelity Investment management, Shareholder servicing fees $0
Legg Mason Investment management, Shareholder servicing fees $0
Cohen & Steers Funds Investment management, Shareholder servicing fees $0