AUMdb

Situsamc 401(k) Plan

Sponsored by Situsamc Holdings Corp. · EIN 842147948 · Plan #002

Total assets
$209M
Net assets
$209M
Active participants
1,952
With balances
2,801

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
T Rowe Price Rps Inc Recordkeeping, Trustee (institutional), Trustee (directed) $225,240
Mbg Retirement Consulting (general), Direct payment from the plan $70,000
Mcconnell And Jones Accounting, Direct payment from the plan $24,280