Sonepar Usa 401 (K) Plan
Sponsored by Sonepar Management Us, Inc · EIN 232975775 · Plan #001
- Total assets
- $1.2B
- Net assets
- $1.2B
- Active participants
- 10,624
- With balances
- 13,380
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
| Ark Wealth Management, Llc CRD 317264 | deterministic · 100% | 2024 |
| Mjp Associates, Inc. CRD 127654 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $586,862 |
| Capfinancial Partners Llc | Investment management, Direct payment from the plan | $197,916 |
| Morningstar Inc | Investment management, Direct payment from the plan | $105,681 |
| Fisher Investments | Investment advisory (participants), Direct payment from the plan | $81,053 |
| Warren Averett, Llc | Accounting, Legal, Direct payment from the plan | $61,534 |
| Bartlett Oneill Consulting Inc | Accounting, Direct payment from the plan | $10,235 |
| Ark Wealth Management Llc | Investment advisory (participants), Direct payment from the plan | $8,102 |
| Mjp Associates Inc | Investment advisory (participants), Direct payment from the plan | $6,866 |
| Sonepar Management | Investment management, Direct payment from the plan | $6,729 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $2,898 |