The Price Organization 401(k) Retirement Plan
Sponsored by The Price Organization · EIN 510294525 · Plan #003
- Total assets
- $11.7M
- Net assets
- $11.7M
- Active participants
- 344
- With balances
- 348
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 |
|---|---|---|
| Veery Capital, Llc CRD 298465 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Veery Capital | Investment advisory (plan) | $36,420 |
| Empower Advisory Group, Llc | Investment management | $21,127 |
| Empower Annuity Insurance Company | Recordkeeping fees | $5,501 |
| 360 Payroll Integration Corp | Other fees | $2,700 |
| Erisa Fiduciary Services Inc | Other fees | $300 |