Winklevoss Consultants, Inc. Savings & Retirement Plan
Sponsored by Winklevoss Consultants, Inc. · EIN 521504653 · Plan #002
- Total assets
- $23.2M
- Net assets
- $23.2M
- Active participants
- 87
- With balances
- 91
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 |
| Invesco Canada Ltd. CRD 126572 | deterministic · 100% | 2024 |
| Dodge & Cox CRD 104596 | fuzzy_auto · 95% | 2024 |
| American Century Investment Management Inc CRD 105778 | 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) | $50,926 |
| Pimco Funds | Investment management, Shareholder servicing fees | $0 |
| Principal Funds | Investment management, Shareholder servicing fees | $0 |
| Dimensional Funds | Investment management, Shareholder servicing fees | $0 |
| Fidelity | Investment management, Shareholder servicing fees | $0 |
| Invesco | Investment management, Shareholder servicing fees | $0 |
| Dodge & Cox | Investment management, Shareholder servicing fees | $0 |
| Goldman Sachs Funds | Investment management, Shareholder servicing fees | $0 |
| American Century Investments | Investment management, Shareholder servicing fees | $0 |
| Mfs Funds | Investment management, Shareholder servicing fees | $0 |