Donaldson Company, Inc. Retirement Savings And Employee Stock Ownership Plan
Sponsored by Donaldson Company, Inc. · EIN 410222640 · Plan #007 · Minneapolis, MN
- Total assets
- $827M
- Net assets
- $827M
- Active participants
- 4,348
- With balances
- 5,873
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 |
|---|---|---|
| Mercer Investments Llc CRD 133449 | deterministic · 100% | 2024 |
| 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 | $336,255 |
| Mercer Investments Llc | Investment advisory (plan) | $128,833 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $100,497 |