AUMdb

Rogers Towers 401(k) Plan

Sponsored by Rogers Towers, P.A. · EIN 591638577 · Plan #003

Total assets
$52.2M
Net assets
$52.2M
Active participants
117
With balances
178

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

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Newport Consulting Group Consulting (general), Direct payment from the plan $40,149
T Rowe Price Rps Inc Recordkeeping, Trustee (institutional), Trustee (directed) $28,186