Offutt Companies 401(k) Savings Plan
Sponsored by R.D. Offutt Company · EIN 814124511 · Plan #001
- Total assets
- $592M
- Net assets
- $592M
- Active participants
- 5,284
- With balances
- 6,482
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 |
| Capfinancial Partners, Llc CRD 175112 | 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) | $410,277 |
| The Ayco Company L.P. | Investment management, Direct payment from the plan | $200,000 |
| Capfinancial Partners Llc | Investment advisory (plan), Direct payment from the plan | $74,346 |
| Igrad, Llc | Other services, Direct payment from the plan | $37,500 |
| Eidebailly Llp | Accounting, Direct payment from the plan | $17,050 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Other commissions | $1,000 |