Endotronix, Inc. 401(k) Plan
Sponsored by Endotronix, Inc. · EIN 260305050 · Plan #001
- Total assets
- $9.1M
- Net assets
- $9.1M
- Active participants
- 146
- With balances
- 152
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 |
| Invesco Canada Ltd. CRD 126572 | deterministic · 100% | 2024 |
| Lattice Strategies Llc CRD 130373 | deterministic · 100% | 2024 |
| American Fundstars Financial Group Llc CRD 315860 | fuzzy_auto · 96% | 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) | $25,294 |
| Dfa | Investment management, Shareholder servicing fees | $0 |
| Prudential Fund | Investment management, Shareholder servicing fees | $0 |
| Invesco | Investment management, Shareholder servicing fees | $0 |
| Fidelity | Investment management, Shareholder servicing fees | $0 |
| Bnymellon | Investment management, Shareholder servicing fees | $0 |
| Schwab | Investment management, Shareholder servicing fees | $0 |
| Thornburg Limited | Investment management, Shareholder servicing fees | $0 |
| Hartford Funds | Investment management, Shareholder servicing fees | $0 |
| American Funds | Investment management, Shareholder servicing fees | $0 |
| Janus Henderson | Investment management, Shareholder servicing fees | $0 |
| Federated Investors | Investment management, Shareholder servicing fees | $0 |
| Vanguard | Investment management, Shareholder servicing fees | $0 |
| American Century | Investment management, Shareholder servicing fees | $0 |
| Cohen & Steers | Investment management, Shareholder servicing fees | $0 |
| Eaton Vance | Investment management, Shareholder servicing fees | $0 |
| Putnam | Investment management, Shareholder servicing fees | $0 |