AUMdb

Its Usa Retirement Savings Plan

Sponsored by Testing Holdings Usa, Inc. · EIN 223480826 · Plan #001

Total assets
$811M
Net assets
$811M
Active participants
6,346
With balances
10,362

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 $413,376
Strategic Advisors, Inc. Investment advisory (plan) $373,283
Aon H Ewitt Consulting (general) $115,946
Melton & Melton Accounting $25,000
Ogletree Deakins Legal $13,706