T. Rowe Price U.S. Retirement Program
Sponsored by T. Rowe Price Group, Inc. · EIN 522264646 · Plan #005
- Total assets
- $4.9B
- Net assets
- $4.9B
- Active participants
- 6,820
- With balances
- 11,973
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 |
|---|---|---|
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Charles Schwab & Co., Inc. | Investment management, Securities brokerage, Investment management fees (indirect) | $0 |