Bauer Equity Partners 401(k) Plan
Sponsored by Bauer Equity Partners · EIN 264809716 · Plan #001
- Total assets
- $3.9M
- Net assets
- $3.9M
- Active participants
- 161
- With balances
- 176
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 |
| American Fundstars Financial Group Llc CRD 315860 | fuzzy_auto · 96% | 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) | $17,296 |
| Jp Morgan Funds | Investment management, Shareholder servicing fees | $0 |
| Fidelity | Investment management, Shareholder servicing fees | $0 |
| American Funds | Investment management, Shareholder servicing fees | $0 |
| Janus Funds | Investment management, Shareholder servicing fees | $0 |
| All Spring Global | Investment management, Shareholder servicing fees | $0 |
| Prudential Funds | Investment management, Shareholder servicing fees | $0 |