AUMdb

Space Exploration Technologies 401(k) Plan

Sponsored by Space Exploration Technologies Corp. · EIN 010627671 · Plan #001

Total assets
$571M
Net assets
$571M
Active participants
16,002
With balances
9,549

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
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $238,724
Strategic Advisors, Inc. Investment advisory (plan) $46,397
Precept Advisory Group, Llc Investment advisory (plan) $28,125
Servatius, O'brien & Fong, Llp Accounting, Consulting (general) $23,000