Endeavor Business Media, Inc. 401(k) Plan
Sponsored by Endeavor Business Media, Inc. · EIN 823781467 · Plan #001
- Total assets
- $35.3M
- Net assets
- $35.3M
- Active participants
- 669
- With balances
- 728
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 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 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) | $68,219 |
| American Funds | Investment management, Shareholder servicing fees | $0 |
| Pimco | Investment management, Shareholder servicing fees | $0 |
| Met West | Investment management, Shareholder servicing fees | $0 |
| Nuveen International | Investment management, Shareholder servicing fees | $0 |
| Vanguard | Investment management, Shareholder servicing fees | $0 |
| Calvert Small | Investment management, Shareholder servicing fees | $0 |
| Jpmorgan | Investment management, Shareholder servicing fees | $0 |
| Blackrock | Investment management, Shareholder servicing fees | $0 |
| Touchstone | Investment management, Shareholder servicing fees | $0 |
| Mfs | Investment management, Shareholder servicing fees | $0 |
| Morgan Stanley | Investment management, Shareholder servicing fees | $0 |