AUMdb

Icahn Charter School Retirement Savings Plan

Sponsored by Icahn Charter School 1 · EIN 134166657 · Plan #001

Total assets
$21.9M
Net assets
$21.9M
Active participants
325
With balances
303

Plan year beginning 01/01/2024 · Automatic enrollment, Default investment account (QDIA)

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, Custodial (other), Custodial (securities) $38,331