The Terminal Corporation Profit Sharing 401(k) And Trust
Sponsored by The Terminal Corporation · EIN 521349205 · Plan #001
- Total assets
- $6.9M
- Net assets
- $6.9M
- Active participants
- 12
- With balances
- 29
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 |
| 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) | $28,919 |
| Fidelity | Investment management, Shareholder servicing fees | $0 |
| Dimensional Funds | Investment management, Shareholder servicing fees | $0 |
| Oakmark | Investment management, Shareholder servicing fees | $0 |
| Dodge & Cox | Investment management, Shareholder servicing fees | $0 |
| Mass Mutual Fund | Investment management, Shareholder servicing fees | $0 |