Terex Corporation And Affiliates 401(k) Retirement Savings Plan
Sponsored by Terex Corporation · EIN 341531521 · Plan #004
- Total assets
- $687M
- Net assets
- $687M
- Active participants
- 5,794
- With balances
- 6,432
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 | $299,913 |
| Mercer | Consulting (general), Investment advisory (plan) | $126,227 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $117,191 |
| Bdo | Accounting | $66,250 |
| Godfrey And Kahn | Legal | $23,155 |
| Cbiz | Accounting | $6,000 |