Holcim (Us) Inc. Union 401(k) Plan
Sponsored by Amrize North America Inc. · EIN 541527022 · Plan #020 · Dundee, MI
- Total assets
- $91.5M
- Net assets
- $91.5M
- Active participants
- 1,256
- With balances
- 1,437
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 |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Direct payment from the plan, Recordkeeping fees | $101,090 |
| Fiducient Advisors Llc | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $42,848 |
| Strategic Advisors, Inc. | Investment advisory (plan), Direct payment from the plan | $40,812 |
| Plante & Moran, Pllc | Accounting, Direct payment from the plan | $33,400 |
| Warner Norcross & Judd | Legal, Direct payment from the plan | $26,087 |