AUMdb

Ineos Savings And Investment Plan (Sip)

Sponsored by Ineos Pigments Usa Inc. · EIN 133290300 · Plan #002

Total assets
$149M
Net assets
$149M
Active participants
453
With balances
578

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
Morgan Stanley Smith Barney Llc CRD 149777 fuzzy_auto · 96% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Morganstanleysmithbarneyllc Investment advisory (participants) $45,000
Strategic Advisors, Inc. Investment advisory (plan) $28,848
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$103,493