U.M. Fdsp Associates, P.A. 401(k) Profit Sharing Plan
Sponsored by U.M. Fdsp Associates, P.A. · EIN 521456103 · Plan #001
- Total assets
- $9.0M
- Net assets
- $9.0M
- Active participants
- 176
- With balances
- 168
Plan year beginning 07/01/2024 · 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 |
| Dodge & Cox CRD 104596 | fuzzy_auto · 95% | 2024 |
| American Century Investment Management Inc CRD 105778 | fuzzy_auto · 98% | 2024 |
| Invesco Canada Ltd. CRD 126572 | deterministic · 100% | 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) | $4,609 |
| Pimco Funds | Investment management, Shareholder servicing fees | $0 |
| Columbia Funds | Investment management, Shareholder servicing fees | $0 |
| Dodge & Cox | Investment management, Shareholder servicing fees | $0 |
| American Century Investment Managem | Investment management, Shareholder servicing fees | $0 |
| Davis Funds | Investment management, Shareholder servicing fees | $0 |
| Invesco | Investment management, Shareholder servicing fees | $0 |
| Victory Funds | Investment management, Shareholder servicing fees | $0 |
| Thornburg Funds | Investment management, Shareholder servicing fees | $0 |
| Allspring Global | Investment management, Shareholder servicing fees | $0 |