Reid Middleton, Inc. 401(k) Retirement Plan
Sponsored by Reid Middleton Inc · EIN 910714387 · Plan #001
- Total assets
- $35.0M
- Net assets
- $35.0M
- Active participants
- 81
- With balances
- 145
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) | $14,125 |
| Baron Funds | Investment management, Shareholder servicing fees | $0 |
| Jpmorgan Large Cap Growth R6 | Investment management, Shareholder servicing fees | $0 |