Ahlstrom Retirement Savings Plan
Sponsored by Ahlstrom Usa Inc. · EIN 133509370 · Plan #005
- Total assets
- $551M
- Net assets
- $551M
- Active participants
- 2,693
- With balances
- 3,274
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 |
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $137,955 |
| Fiducient Advisors Llc | Investment advisory (plan) | $55,930 |
| Verrilldanallp | Legal | $46,404 |
| Cliftonlarsonallen Llp | Accounting, Investment advisory (plan) | $17,525 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$185,598 |