AUMdb

P.C. Richard & Son 401(k) Savings Plan

Sponsored by P.C. Richard & Son Long Island Corp · EIN 112128677 · Plan #001

Total assets
$210M
Net assets
$210M
Active participants
1,950
With balances
1,555

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) $110,541
Capfinancial Partners Llc Consulting (general), Direct payment from the plan $84,572