AUMdb

Th2 Connect Llc 401(k) Retirement Plan

Sponsored by Th2 Connect Llc · EIN 824512139 · Plan #001

Total assets
$5.8M
Net assets
$5.8M
Active participants
45
With balances
90

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
American Fundstars Financial Group Llc CRD 315860 fuzzy_auto · 96% 2024
Goldman Sachs & Co. Llc CRD 361 fuzzy_auto · 94% 2024
Harber Capital Llc CRD 158939 fuzzy_auto · 97% 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) $1,150
American Funds Recordkeeping, Trustee (institutional), Trustee (directed) $0
John Hancock Recordkeeping, Trustee (institutional), Trustee (directed) $0
Mfs Recordkeeping, Trustee (institutional), Trustee (directed) $0
Met West Recordkeeping, Trustee (institutional), Trustee (directed) $0
Goldman Sachs Recordkeeping, Trustee (institutional), Trustee (directed) $0
Harbor Capital Trustee (institutional), Trustee (directed), Investment advisory (plan) $0
Fidelity Recordkeeping, Trustee (institutional), Trustee (directed) $0
Delaware Recordkeeping, Trustee (institutional), Trustee (directed) $0
Massmutual Recordkeeping, Trustee (institutional), Trustee (directed) $0
Vanguard Recordkeeping, Trustee (institutional), Trustee (directed) $0