Corporate Mailings Inc. 401(k) Profit Sharing Plan
Sponsored by Corporate Mailings Inc · EIN 221822024 · Plan #001
- Total assets
- $14.0M
- Net assets
- $14.0M
- Active participants
- 224
- With balances
- 144
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 |
| Franklin Templeton Fund Adviser, Llc CRD 140432 | fuzzy_auto · 95% | 2024 |
| Dimensional Fund Advisors Lp CRD 106482 | fuzzy_auto · 94% | 2024 |
| The Vanguard Group, Inc. CRD 105958 | 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) | $28,742 |
| Artisan Funds | Investment management, Shareholder servicing fees | $0 |
| Pimco Funds | Investment management, Shareholder servicing fees | $0 |
| Principal Funds | Investment management, Shareholder servicing fees | $0 |
| Parnassus Funds | Investment management, Shareholder servicing fees | $0 |
| American Century Funds | Investment management, Shareholder servicing fees | $0 |
| Goldman Sachs Funds | Investment management, Shareholder servicing fees | $0 |
| Jp Morgan Funds | Investment management, Shareholder servicing fees | $0 |
| Rainier Funds | Investment management, Shareholder servicing fees | $0 |
| Franklin Templeton Funds | Investment management, Shareholder servicing fees | $0 |
| Dimensional Funds | Investment management, Shareholder servicing fees | $0 |
| Vanguard Group | Investment management, Shareholder servicing fees | $0 |
| Fidelity Funds | Investment management, Shareholder servicing fees | $0 |
| Cohen & Steers Funds | Investment management, Shareholder servicing fees | $0 |
| Bridgeway Funds | Investment management, Shareholder servicing fees | $0 |
| Putnam Mutual Funds | Investment management, Shareholder servicing fees | $0 |