The Colson Medical Llc Employees' Retirement Plan
Sponsored by Colson Medical Llc · EIN 842860690 · Plan #001
- Total assets
- $190M
- Net assets
- $190M
- Active participants
- 1,271
- With balances
- 1,717
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 |
|---|---|---|
| Mercer Inc. | Consulting (general) | $89,116 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $54,127 |
| Grant Thornton | Accounting | $36,075 |
| Thompson Coburn Llp | Legal | $11,130 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$114,466 |