Fair Isaac 401(k) Plan
Sponsored by Fair Isaac Corporation · EIN 941499887 · Plan #003 · Roseville, MN
- Total assets
- $822M
- Net assets
- $822M
- Active participants
- 1,364
- With balances
- 2,423
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 |
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $177,437 |
| Ubs Financial Services | Investment advisory (plan) | $18,750 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$269,417 |