AUMdb

Asm Global Retirement & Savings Plan

Sponsored by Asm Global · EIN 232511871 · Plan #001

Total assets
$337M
Net assets
$337M
Active participants
6,818
With balances
8,649

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) $64,026
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $52,171
Pricewaterhousecoopers Llp Accounting $42,850
Global Retirement Partners, Llc Consulting (general) $39,000