AUMdb

Kudu Dynamics 401(k) Retirement Pla N

Sponsored by Kudu Dynamics · EIN 463357840 · Plan #001

Total assets
$30.6M
Net assets
$30.6M
Active participants
177
With balances
193

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
Dodge & Cox CRD 104596 fuzzy_auto · 95% 2024
Alliancebernstein Corporation CRD 107445 fuzzy_auto · 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) $52,600
Fidelity Recordkeeping, Trustee (institutional), Trustee (directed) $0
Allspring Recordkeeping, Trustee (institutional), Trustee (directed) $0
John Hancock Recordkeeping, Trustee (institutional), Trustee (directed) $0
Dodge & Cox Recordkeeping, Trustee (institutional), Trustee (directed) $0
Prudential Jennison Recordkeeping, Trustee (institutional), Trustee (directed) $0
Eagleasset Recordkeeping, Trustee (institutional), Trustee (directed) $0
Alliance Bernstein Recordkeeping, Trustee (institutional), Trustee (directed) $0
Mfs Recordkeeping, Trustee (institutional), Trustee (directed) $0
Cohen & Steers Recordkeeping, Trustee (institutional), Trustee (directed) $0
Victory Funds Recordkeeping, Trustee (institutional), Trustee (directed) $0