Europ Assistance North America 401(k) Plan
Sponsored by Europ Assistance North America, Inc · EIN 770722182 · Plan #001
- Total assets
- $76.6M
- Net assets
- $76.6M
- Active participants
- 957
- With balances
- 1,163
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 |
|---|---|---|
| Mma Securities Llc CRD 44254 | 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 |
|---|---|---|
| Mma Securities | Investment advisory (plan) | $95,161 |
| Erp National Llc | Consulting (general) | $51,831 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $47,008 |
| Strategic Advisors | Investment advisory (plan) | $13,463 |