AUMdb

Ferrari North American Retirement Plan

Sponsored by Ferrari North America, Inc. · EIN 223502942 · Plan #001

Total assets
$25.8M
Net assets
$25.8M
Active participants
175
With balances
205

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
Strategic Advisors, Inc. Investment advisory (plan) $12,642
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $8,900