My Savings Plan (Union)
Sponsored by Haier Us Appliance Solutions, Inc. · EIN 811692501 · Plan #002
- Total assets
- $246M
- Net assets
- $246M
- Active participants
- 4,559
- With balances
- 5,171
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $356,907 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $49,529 |
| Thompson Hine Llp | Legal | $40,556 |
| Capfinancial Partners, Llc | Investment management | $17,652 |