The Retirement Plan Of Agilysys, Inc.
Sponsored by Agilysys, Inc. · EIN 340907152 · Plan #001
- Total assets
- $138M
- Net assets
- $138M
- Active participants
- 498
- With balances
- 926
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 |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | 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 |
|---|---|---|
| Cbiz Investment Advisory Services | Investment advisory (plan) | $85,000 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $71,612 |
| Warren Averett, Llc | Accounting | $16,000 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $12,376 |