Securities Industry And Financial Markets Association Savings Plan
Sponsored by Securities Industry And Financial Markets Association · EIN 320178959 · Plan #002
- Total assets
- $104M
- Net assets
- $104M
- Active participants
- 147
- With balances
- 285
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fiducient Advisors | Consulting (general), Direct payment from the plan | $47,045 |
| Grant Thornton Llp | Accounting, Direct payment from the plan | $27,009 |
| T Rowe Price Rps Inc | Recordkeeping, Trustee (institutional), Trustee (directed) | $24,259 |