AUMdb

Ayers/Saint/Gross, Inc. 401(k) Profit Sharing Plan

Sponsored by Ayers/Saint/Gross Inc. · EIN 520899570 · Plan #001

Total assets
$41.8M
Net assets
$41.8M
Active participants
188
With balances
260

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
Rowland, Duncan S. CRD 161597 fuzzy_auto · 97% 2024
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
Rocaton Investment Advisors Llc Investment advisory (plan), Direct payment from the plan $33,565
T Rowe Price Rps Inc Recordkeeping, Trustee (institutional), Trustee (directed) $24,397
Crowe Llc Accounting, Direct payment from the plan $19,688