Fresenius Kabi Usa, Llc Savings & Ret Plan
Sponsored by Fresenius Kabi Usa, Llc · EIN 300431740 · Plan #001
- Total assets
- $560M
- Net assets
- $560M
- Active participants
- 4,114
- With balances
- 5,330
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 |
|---|---|---|
| Concurrent Investment Advisors, Llc CRD 323135 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees, Shareholder servicing fees | $205,737 |
| Concurrent Investment Advisors Llc | Investment advisory (plan) | $90,000 |
| P&M Holding Group Llp Dba Plante & | Accounting | $40,000 |
| Empower Financial Services, Inc. | Other investment fees and expenses, Securities brokerage | $154 |
| Empower Financial Services, Inc. | Distribution (12b-1) fees | $0 |