Company 3 / Method 401(k) Plan
Sponsored by Company3 / Method Inc. · EIN 953034570 · Plan #001
- Total assets
- $216M
- Net assets
- $216M
- Active participants
- 941
- With balances
- 1,933
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $66,839 |
| Mercer | Consulting (general), Investment advisory (plan) | $63,625 |
| Farber Hass Hurley Llp | Accounting | $21,500 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$102,596 |