Global Infrastructure Savings Plan
Sponsored by T.Y. Lin International Group, Ltd · EIN 943277448 · Plan #004
- Total assets
- $444M
- Net assets
- $444M
- Active participants
- 2,148
- With balances
- 3,014
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 |
| Capfinancial Partners, Llc CRD 175112 | 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 | $174,994 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $132,531 |
| Grassi & Co., Cpas P.C. | Accounting | $32,655 |
| Rsm Us Llp | Accounting | $31,500 |
| Capfinancial Partners Llc. | Investment advisory (plan) | $27,368 |