Factset Research Systems Inc. Plan
Sponsored by Factset Research Systems Inc. · EIN 133362547 · Plan #004
- Total assets
- $863M
- Net assets
- $863M
- Active participants
- 2,364
- With balances
- 4,003
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 |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $55,666 |
| Oconnor Davis Llp | Accounting | $43,000 |
| Capfinancial Partners, Llc | Consulting (general) | $38,625 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$301 |