AUMdb

Scientific Research Corporation 401(k) Profit Sharing Plan

Sponsored by Scientific Research Corporation · EIN 760255801 · Plan #002

Total assets
$264M
Net assets
$264M
Active participants
1,850
With balances
1,959

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
Capfinancial Partners Llc Investment advisory (plan), Direct payment from the plan $49,044
The Lampo Group, Inc. Consulting (general), Direct payment from the plan $19,212
Frazier & Deeter Accounting, Direct payment from the plan $19,000
T Rowe Price Rps Inc Recordkeeping, Trustee (institutional), Trustee (directed) $14,270