AUMdb

Commonwealth Emergency Physicians 401 (K) Plan

Sponsored by Commonwealth Emergency · EIN 311713993 · Plan #001

Total assets
$61.7M
Net assets
$61.7M
Active participants
117
With balances
172

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
Ivy Invest Corporation CRD 328122 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) $83,860
Pimco Funds Investment management, Shareholder servicing fees $0
Fidelity Funds Investment management, Shareholder servicing fees $0
Mfs Funds Investment management, Shareholder servicing fees $0
Ivy Investments Investment management, Shareholder servicing fees $0
American Century Investment management, Shareholder servicing fees $0