Fiducial 401(k) Retirement Savings Plan
Sponsored by Fiducial, Inc. · EIN 134009035 · Plan #002
- Total assets
- $8.9M
- Net assets
- $8.9M
- Active participants
- 108
- With balances
- 104
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 |
| American Fundstars Financial Group Llc CRD 315860 | fuzzy_auto · 96% | 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) | $34,329 |
| Eaton Vance Funds | Investment management, Shareholder servicing fees | $0 |
| Mfs Funds | Investment management, Shareholder servicing fees | $0 |
| Jp Morgan Funds | Investment management, Shareholder servicing fees | $0 |
| Tiaa Funds | Investment management, Shareholder servicing fees | $0 |
| Vanguard Funds | Investment management, Shareholder servicing fees | $0 |
| American Funds | Investment management, Shareholder servicing fees | $0 |
| Fidelity Funds | Investment management, Shareholder servicing fees | $0 |