Conair Llc Savings And Investment Plan
Sponsored by Conair Llc · EIN 862493002 · Plan #001
- Total assets
- $303M
- Net assets
- $303M
- Active participants
- 1,232
- With balances
- 1,964
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, Partial participant-directed account
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 |
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $171,548 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $96,608 |
| Wiss | Other services | $38,000 |
| Ubs Financial Services Inc | Investment advisory (plan) | $30,488 |
| Iris Bashi Associates Llc | Consulting (general) | $5,900 |