Checkout, Llc 401(k) Profit Sharing Plan
Sponsored by Checkout, Llc · EIN 364865815 · Plan #001
- Total assets
- $8.4M
- Net assets
- $8.4M
- Active participants
- 108
- With balances
- 263
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 |
| 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) | $2,273 |
| Pimco Intl | Recordkeeping, Trustee (institutional), Trustee (directed) | $0 |
| American Funds | Recordkeeping, Trustee (institutional), Trustee (directed) | $0 |
| Dfa | Recordkeeping, Trustee (institutional), Trustee (directed) | $0 |
| Allspring | Recordkeeping, Trustee (institutional), Trustee (directed) | $0 |
| Dodge & Cox | Recordkeeping, Trustee (institutional), Trustee (directed) | $0 |
| Vanguard | Recordkeeping, Trustee (institutional), Trustee (directed) | $0 |
| Lord Abbett | Recordkeeping, Trustee (institutional), Trustee (directed) | $0 |
| Jhancock | Recordkeeping, Trustee (institutional), Trustee (directed) | $0 |
| Tcw Emerging | Recordkeeping, Trustee (institutional), Trustee (directed) | $0 |
| Blackrock | Recordkeeping, Trustee (institutional), Trustee (directed) | $0 |
| Jpmorgan | Recordkeeping, Trustee (institutional), Trustee (directed) | $0 |
| Ab Large Cap | Recordkeeping, Trustee (institutional), Trustee (directed) | $0 |
| Carillon Scout | Recordkeeping, Trustee (institutional), Trustee (directed) | $0 |
| Fidelity | Recordkeeping, Trustee (institutional), Trustee (directed) | $0 |