Defense Contracting, Inc. Retirement Trust
Sponsored by Defense Contracting, Inc. · EIN 471947795 · Plan #001
- Total assets
- $8.9M
- Net assets
- $8.9M
- Active participants
- 120
- With balances
- 145
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 |
| Blackrock Fund Advisors CRD 105247 | fuzzy_auto · 93% | 2024 |
| Alliancebernstein Corporation CRD 107445 | fuzzy_auto · 100% | 2024 |
| Invesco Canada Ltd. CRD 126572 | deterministic · 100% | 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) | $14,332 |
| John Hancock Funds | Investment management, Shareholder servicing fees | $0 |
| Blackrock Funds | Investment management, Shareholder servicing fees | $0 |
| Cohen & Steers Funds | Investment management, Shareholder servicing fees | $0 |
| Loomis Sayles Natixis Hansber | Investment management, Shareholder servicing fees | $0 |
| Jp Morgan Funds | Investment management, Shareholder servicing fees | $0 |
| Pimco Funds | Investment management, Shareholder servicing fees | $0 |
| Alliance Bernstein | Investment management, Shareholder servicing fees | $0 |
| Invesco | Investment management, Shareholder servicing fees | $0 |
| Prudential Jennison | Investment management, Shareholder servicing fees | $0 |
| American Funds | Investment management, Shareholder servicing fees | $0 |
| Legg Mason | Investment management, Shareholder servicing fees | $0 |
| Calamos Funds | Investment management, Shareholder servicing fees | $0 |
| Allspring Funds | Investment management, Shareholder servicing fees | $0 |