My 401(k) Plan
Sponsored by Sumitomo Pharma America, Inc. · EIN 222536587 · Plan #001
- Total assets
- $634M
- Net assets
- $634M
- Active participants
- 1,141
- With balances
- 2,773
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 |
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 | $108,679 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $90,655 |
| Caron & Bletzer Pllc | Accounting | $21,500 |