AUMdb

The 401(k) Retirement Plan

Sponsored by Bayberry Financial Services Corporation · EIN 811010753 · Plan #005

Total assets
$16.2M
Net assets
$16.2M
Active participants
72
With balances
157

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) $15,552