Australia And New Zealand Banking Group Ltd. Retirement Savings Plan
Sponsored by Australia & New Zealand Banking Group Limited (Anz) · EIN 132623463 · Plan #007
- Total assets
- $71.0M
- Net assets
- $71.0M
- Active participants
- 150
- With balances
- 228
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 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 |
|---|---|---|
| Groom Law Group, Chartered | Legal, Direct payment from the plan | $81,847 |
| Capfinancial Partners Llc | Investment advisory (plan), Direct payment from the plan | $50,000 |
| T Rowe Price Rps Inc | Recordkeeping, Trustee (institutional), Trustee (directed) | $18,230 |
| Caron & Bletzer Pllc | Accounting, Direct payment from the plan | $12,200 |