AUMdb

Apr Supply Co. 401(k) Plan

Sponsored by Apr Supply Company · EIN 231954135 · Plan #001

Total assets
$30.2M
Net assets
$30.2M
Active participants
437
With balances
498

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
Dimensional Fund Advisors Lp CRD 106482 fuzzy_auto · 94% 2024
The Vanguard Group, Inc. CRD 105958 deterministic · 100% 2024
Blackrock Fund Advisors CRD 105247 fuzzy_auto · 93% 2024
American Century Investment Management Inc CRD 105778 fuzzy_auto · 98% 2024
Ivy Invest Corporation CRD 328122 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, Trustee (institutional), Trustee (directed) $73,701
Dimensional Funds Investment management, Shareholder servicing fees $0
Prudential Funds Investment management, Shareholder servicing fees $0
Franklin Templeton Investment management, Shareholder servicing fees $0
Tiaa Cref Investment management, Shareholder servicing fees $0
Vanguard Group Investment management, Shareholder servicing fees $0
Blackrock Funds Investment management, Shareholder servicing fees $0
Goldman Sachs Funds Investment management, Shareholder servicing fees $0
Leggmason Investment management, Shareholder servicing fees $0
American Beacon Funds Investment management, Shareholder servicing fees $0
Columbia Funds Investment management, Shareholder servicing fees $0
Mfs Funds Investment management, Shareholder servicing fees $0
American Century Investment Managem Investment management, Shareholder servicing fees $0
Ivy Investments Investment management, Shareholder servicing fees $0
Jp Morgan Funds Investment management, Shareholder servicing fees $0