Infinity Technology Services, Llc 401(k) Plan
Sponsored by Infinity Technology Services, Llc · EIN 204331064 · Plan #002
- Total assets
- $4.5M
- Net assets
- $4.5M
- Active participants
- 127
- With balances
- 149
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 |
| Alliancebernstein Corporation CRD 107445 | fuzzy_auto · 99% | 2024 |
| Dodge & Cox CRD 104596 | fuzzy_auto · 95% | 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) | $25,372 |
| Blackrock | Investment management, Shareholder servicing fees | $0 |
| Mfs | Investment management, Shareholder servicing fees | $0 |
| Alliance Bernstein | Investment management, Shareholder servicing fees | $0 |
| Columbia Funds | Investment management, Shareholder servicing fees | $0 |
| Dodge & Cox | Investment management, Shareholder servicing fees | $0 |
| Eagleasset | Investment management, Shareholder servicing fees | $0 |
| Franklintempleton | Investment management, Shareholder servicing fees | $0 |
| Fidelity | Investment management, Shareholder servicing fees | $0 |
| Ivyinvestments | Investment management, Shareholder servicing fees | $0 |
| Jhancock | Investment management, Shareholder servicing fees | $0 |
| Jpmorgan | Investment management, Shareholder servicing fees | $0 |
| Leggmason | Investment management, Shareholder servicing fees | $0 |
| Lord Abbett | Investment management, Shareholder servicing fees | $0 |
| Pimco | Investment management, Shareholder servicing fees | $0 |
| Principal Funds | Investment management, Shareholder servicing fees | $0 |
| Tiaa | Investment management, Shareholder servicing fees | $0 |
| Transamerica Funds | Investment management, Shareholder servicing fees | $0 |
| Allianzgi | Investment management, Shareholder servicing fees | $0 |
| Vanguard | Investment management, Shareholder servicing fees | $0 |
| Victory Funds | Investment management, Shareholder servicing fees | $0 |