Apogee Engineering 401 (K) Plan
Sponsored by Apogee Engineering Llc · EIN 562484395 · Plan #001
- Total assets
- $49.3M
- Net assets
- $49.3M
- Active participants
- 641
- With balances
- 822
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 |
| Dodge & Cox CRD 104596 | fuzzy_auto · 95% | 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) | $23,910 |
| Artisan International | Investment management, Shareholder servicing fees | $0 |
| Pimco | Investment management, Shareholder servicing fees | $0 |
| Franklin Convertible | Investment management, Shareholder servicing fees | $0 |
| Buffalo International | Investment management, Shareholder servicing fees | $0 |
| Dodge & Cox | Recordkeeping, Trustee (institutional), Trustee (directed) | $0 |
| Columbia | Investment management, Shareholder servicing fees | $0 |
| Fidelity | Investment management, Shareholder servicing fees | $0 |
| Nuveen | Investment management, Shareholder servicing fees | $0 |
| American Century | Investment management, Shareholder servicing fees | $0 |