Plans listing this provider
15
0.03% of the 56,420 plans with Schedule H financials; 18 in 2023
Providers › T. Rowe Price Associates, Inc.
T. Rowe Price Associates, Inc.
- Service provider, as named on Schedule C
- EIN 520556948
- Plan year 2024
- Direct compensation reported $21,009,233
Assets of those plans
$186,033,305,331
2.39% of all Schedule H plan assets
Plans where it is the recordkeeper
2
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$21,009,233
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 50 | Direct payment from the plan | 13 |
| 28 | Investment management | 12 |
| 51 | Investment management fees paid directly by plan | 12 |
| 68 | Soft dollars commissions | 10 |
| 15 | Recordkeeping and information management | 2 |
| 71 | Securities brokerage commissions and fees | 2 |
| 99 | Other fees | 2 |
| 33 | Securities brokerage | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Jpmorgan Chase 401(k) Savings Plan | JPMorgan Chase Bank | $52,913,457,500 | 297,359 | $2,193,265 |
| Citi Retirement Savings Plan | Citigroup | $23,241,033,081 | 117,203 | $779,869 |
| Morgan Stanley 401(k) Plan | Morgan Stanley Domestic Holdings | $22,180,692,974 | 77,339 | $3,773,377 |
| Pfizer Savings Plan | Pfizer | $21,987,152,800 | 57,024 | $818,831 |
| 401(k) Pension Plan | National Rural Electric Cooperative Association | $16,840,459,887 | 79,674 | $5,055,832 |
| UBS 401(k) Plan Trust | UBS AG at Eleven Madison Avenue | $10,206,773,684 | 33,268 | $2,000,620 |
| Cox Enterprises, Inc. 401(k) Plan | Cox Enterprises | $8,132,054,996 | 60,459 | $2,199,527 |
| The Hartford Investment and Savings Plan | Hartford Insurance Group | $7,183,243,000 | 31,023 | $481,477 |
| Edison 401(k) Savings Plan | SOUTHERN CALIFORNIA EDISON | $6,380,816,069 | 16,740 | $832,565 |
| Sony USA 401(k) Planrecordkeeper | Sony Corporation of America | $6,211,515,905 | 25,568 | $868,949 |
| Colgate-palmolive Company Employees Savings & Investment Plan | Colgate-palmolive | $3,268,138,059 | 8,835 | $989,269 |
| Centerpoint Energy Savings Plan | CenterPoint Energy | $2,883,094,742 | 11,828 | $882,856 |
| Alight Solutions LLC 401(k) Plan (fka Hewitt Associates LLC 401(k) Plan) | Alight Solutions | $2,453,128,838 | 12,300 | $120,494 |
| Eastman Kodak Employees' Savings and Investment Planrecordkeeper | Eastman Kodak | $2,148,394,223 | 7,158 | $11 |
| Valley Health Partners Community Health Center 403(b) Savings Plan | Valley Health Partners Community Health Center | $3,349,573 | 275 | $12,291 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.