Suburban Propane Retirement Savings And Investment Plan
Sponsored by Suburban Propane L.P. · EIN 223410352 · Plan #060
- Total assets
- $254M
- Net assets
- $254M
- Active participants
- 3,361
- With balances
- 4,327
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 |
| Financial Engines Advisors L.L.C. CRD 104510 | deterministic · 100% | 2024 |
| Capfinancial Partners, Llc CRD 175112 | 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) | $230,854 |
| Edelman Financial Engines | Investment advisory (participants), Direct payment from the plan | $152,264 |
| Capfinancial Partners Llc | Investment advisory (plan), Direct payment from the plan | $56,280 |
| Cohnreznick Llp | Accounting, Direct payment from the plan | $36,375 |