AUMdb

Essentra Usa Deferred Savings Plan

Sponsored by Essentra Holdings Corporation · EIN 541863320 · Plan #002

Total assets
$119M
Net assets
$119M
Active participants
715
With balances
1,342

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 deterministic · 100% 2024
Vanguard Advisers, Inc. CRD 106715 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
The Vanguard Group, Inc. Recordkeeping, Trustee (directed), Participant loan processing $118,145
Morgan Stanley Investment advisory (plan) $64,293
Vanguard Advisers Inc. Investment advisory (participants) $36,145