Lexmark Savings Plan
Sponsored by Lexmark International · EIN 061308215 · Plan #002
- Total assets
- $1.2B
- Net assets
- $1.2B
- Active participants
- 1,563
- With balances
- 2,926
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 |
| Mercer Investments Llc CRD 133449 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $159,753 |
| Mercer Investments Llc | Investment advisory (plan) | $55,000 |
| Cherry Bekaert Llp | Accounting | $25,900 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$56,528 |