The Cedars Of Chapel Hill Club Inc. Employees 401 K Plan
Sponsored by The Cedars Of Chapel Hill Club Inc. · EIN 562161782 · Plan #001
- Total assets
- $5.1M
- Net assets
- $5.1M
- Active participants
- 165
- With balances
- 202
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 |
| Oppenheimerfunds Inc CRD 104983 | fuzzy_auto · 99% | 2024 |
| Dimensional Fund Advisors Lp CRD 106482 | fuzzy_auto · 94% | 2024 |
| The Vanguard Group, Inc. CRD 105958 | deterministic · 100% | 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) | $19,363 |
| American United Life Insurance Co | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $0 |
| American Beacon Funds | Investment management, Shareholder servicing fees | $0 |
| Metropolitan West Funds | Investment management, Shareholder servicing fees | $0 |
| Fidelity | Investment management, Shareholder servicing fees | $0 |
| Pimco Funds | Investment management, Shareholder servicing fees | $0 |
| Oppenheimer Funds | Investment management, Shareholder servicing fees | $0 |
| Dimensional Funds | Investment management, Shareholder servicing fees | $0 |
| Wells Fargo Funds Trust | Investment management, Shareholder servicing fees | $0 |
| Vanguard Group | Investment management, Shareholder servicing fees | $0 |
| Jp Morgan Funds | Investment management, Shareholder servicing fees | $0 |
| Hartford Mutual Funds | Investment management, Shareholder servicing fees | $0 |
| Cohen & Steers Funds | Investment management, Shareholder servicing fees | $0 |