AUMdb

A. Duda & Sons, Inc. Retirement And Savings Plan

Sponsored by A. Duda & Sons, Inc. · EIN 590700499 · Plan #003

Total assets
$129M
Net assets
$129M
Active participants
1,144
With balances
1,388

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
Cbiz Investment advisory (plan), Direct payment from the plan $59,500
Rehmann Robson Accounting, Direct payment from the plan $42,635
T Rowe Price Rps Inc Recordkeeping, Trustee (institutional), Trustee (directed) $18,381
Newport Group Securities Accounting, Direct payment from the plan $9,800