AUMdb

Dassault Systemes Employee Savings Plan Plus

Sponsored by Dassault Systemes Americas Corp. · EIN 510379588 · Plan #001

Total assets
$2.1B
Net assets
$2.1B
Active participants
6,193
With balances
7,732

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
Gallagher Fiduciary Advisors, Llc CRD 146509 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 $264,783
Gallagher Fiduciary Advisors, Llc Investment advisory (plan) $200,000
Strategic Advisors, Inc. Investment advisory (plan) $178,492