AUMdb

Employees Savings And Retirement Plan Of Credit Suisse

Sponsored by Credit Suisse Securities Usa Llc · EIN 050546650 · Plan #002

Total assets
$5.4B
Net assets
$5.4B
Active participants
9
With balances
10,945

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Alight Solutions Recordkeeping, Other services, Direct payment from the plan $181,692
Joe Huber Consulting (general), Direct payment from the plan $100,055
Thompson Hine Legal, Direct payment from the plan $71,513
Pricewaterhousecoopers Llp Accounting, Direct payment from the plan $68,744
Buck Consultants Consulting (general), Direct payment from the plan $15,825
Mclagan Partners, Inc. Consulting (general), Direct payment from the plan $5,000
Fidelity Investments Recordkeeping, Sub-transfer agency fees, Recordkeeping fees $0