AUMdb

401(k) Plan For Sotera Health

Sponsored by Sotera Health Holdings, Llc · EIN 474076134 · Plan #002

Total assets
$192M
Net assets
$192M
Active participants
1,732
With balances
2,292

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
Mesirow Financial Investment Management, Inc. CRD 111135 fuzzy_auto · 94% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Schwab Retirement Plan Services,Inc Recordkeeping, Investment advisory (participants), Direct payment from the plan $228,546
Mesirow Financial Investment Investment management, Direct payment from the plan $183,032
Morningstar Inc Investment management, Direct payment from the plan $95,120
Meaden And Moore Ltd Accounting, Direct payment from the plan $18,000