Bertelsmann 401(k) Savings Plan
Sponsored by Bertelsmann, Inc. · EIN 952949493 · Plan #004
- Total assets
- $2.0B
- Net assets
- $2.0B
- Active participants
- 9,217
- With balances
- 14,062
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) | $478,427 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $237,527 |
| Caron & Bletzer, Pllc | Accounting | $21,255 |
| Mercer | Consulting (general) | $17,740 |