Experian Personal Investment Plan
Sponsored by Experian, Inc. · EIN 311343192 · Plan #001
- Total assets
- $1.7B
- Net assets
- $1.7B
- Active participants
- 6,165
- With balances
- 7,852
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 |
|---|---|---|
| Concurrent Investment Advisors, Llc CRD 323135 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $313,361 |
| Concurrent Investment Advisors, Ll | Investment advisory (plan) | $70,000 |
| Marsh & Mclennan Companies, Inc | Consulting (general) | $34,483 |
| Moss Adams | Accounting | $22,050 |