Andersen 401 K Plan
Sponsored by Andersen Corporation · EIN 410123208 · Plan #002
- Total assets
- $1.5B
- Net assets
- $1.5B
- Active participants
- 13,271
- With balances
- 18,308
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 |
|---|---|---|
| Great Valley Advisor Group, Llc CRD 123913 | deterministic · 100% | 2024 |
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
| Candelo Capital Management Lp CRD 307389 | fuzzy_auto · 95% | 2024 |
| Russell Investments Capital, Llc CRD 37550 | fuzzy_auto · 95% | 2024 |
| Quarry Hill Advisors, Llc CRD 288334 | deterministic · 100% | 2024 |
| Intelligent Financial Strategies, Llc CRD 108048 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $793,807 |
| Russell Investments Trust Company | Investment management | $461,624 |
| Ernst & Young, Llp | Accounting, Direct payment from the plan | $25,500 |
| Quarry Hill Advisors Llc | Investment advisory (participants), Direct payment from the plan | $16,412 |
| Intelligent Financial Strategies | Investment advisory (participants), Direct payment from the plan | $11,073 |
| Great Valley Advisor Group | Investment advisory (participants), Direct payment from the plan | $9,712 |
| Moloney Securities Asset Mgmt | Investment advisory (participants), Direct payment from the plan | $7,980 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $6,832 |
| Fisher Investments | Investment advisory (participants), Direct payment from the plan | $6,434 |
| Buckingham Strategic Partners | Investment advisory (participants), Direct payment from the plan | $6,125 |
| Carlson Capital Management Llc | Investment advisory (participants), Direct payment from the plan | $5,765 |
| Fox Rothschild Llp | Investment advisory (participants), Direct payment from the plan | $5,500 |