AUMdb

The Fishel Company Retirement Savings Plan

Sponsored by The Fishel Company · EIN 314360115 · Plan #002

Total assets
$141M
Net assets
$141M
Active participants
2,134
With balances
2,723

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) $40,001
Morningstar Investment advisory (participants), Direct payment from the plan $14,378