Cee Kay Supply, Inc. Profit Sharing Plan
Sponsored by Cee Kay Supply, Inc · EIN 430669920 · Plan #002
- Total assets
- $19.8M
- Net assets
- $19.8M
- Active participants
- 145
- With balances
- 174
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 |
| The Vanguard Group, Inc. CRD 105958 | deterministic · 100% | 2024 |
| Dodge & Cox CRD 104596 | fuzzy_auto · 95% | 2024 |
| Blackrock Fund Advisors CRD 105247 | fuzzy_auto · 93% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | 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) | $58,196 |
| Vanguard Group | Investment management, Shareholder servicing fees | $0 |
| Pimco Funds | Investment management, Shareholder servicing fees | $0 |
| Dodge & Cox | Investment management, Shareholder servicing fees | $0 |
| Lord Abbett | Investment management, Shareholder servicing fees | $0 |
| Mfs Fund | Investment management, Shareholder servicing fees | $0 |
| Jpmorgan Fund | Investment management, Shareholder servicing fees | $0 |
| Virtus Funds | Investment management, Shareholder servicing fees | $0 |
| Legg Mason | Investment management, Shareholder servicing fees | $0 |
| Blackrock Funds | Investment management, Shareholder servicing fees | $0 |
| Alliance Global Funds | Investment management, Shareholder servicing fees | $0 |
| Morgan Stanley | Investment management, Shareholder servicing fees | $0 |
| Fidelity | Investment management, Shareholder servicing fees | $0 |