AUMdb

Polynt Composites Usa Inc. 401(k) Plan

Sponsored by Polynt Composites Usa Inc. · EIN 990365117 · Plan #001

Total assets
$169M
Net assets
$169M
Active participants
690
With balances
920

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
Mariner, Llc CRD 140195 deterministic · 100% 2024
Fisher Asset Management, Llc CRD 107342 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Schwab Retirement Plan Services Inc Recordkeeping, Investment advisory (participants), Direct payment from the plan $110,335
Mariner Llc Investment management, Direct payment from the plan $62,017
Morningstar Inc Investment management, Direct payment from the plan $11,896
Fisher Investments Investment advisory (participants), Direct payment from the plan $6,519
Charles Schwab & Co., Inc. Securities brokerage, Direct payment from the plan, Float revenue $740