AUMdb

Willscot 401(k) Plan

Sponsored by Williams Scotsman, Inc. · EIN 520665775 · Plan #002

Total assets
$285M
Net assets
$285M
Active participants
4,188
With balances
5,183

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024
Greenspring Advisors, Llc CRD 132669 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $322,036
Strategic Advisors, Inc. Investment advisory (plan) $60,441
Sageview Advisory Group, Llc Consulting (general) $40,500
Sb & Company, Llc Accounting $24,100
Greenspring Advisors Llc Investment advisory (plan) $15,000