AUMdb

Centrus Savings Program

Sponsored by Centrus Energy Corp. · EIN 522107911 · Plan #001

Total assets
$220M
Net assets
$220M
Active participants
332
With balances
806

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
Swbc Investment Advisory Services Llc CRD 156155 fuzzy_auto · 99% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Swbc Investment Advisory Services L Investment advisory (plan) $75,000
Strategic Advisors, Inc. Investment advisory (plan) $47,243
Clark Shaefer Hackett Accounting $18,400
Clearview Consulting, Inc. Accounting $3,219
Fidelity Investments Inst Oper Co Participant loan processing, Recordkeeping fees, Account maintenance fees -$194,397