AUMdb

Mapfre U.S.A. Corp. Profit Sharing & 401(k) Savings Plan

Sponsored by Mapfre U.S.A. Corp. · EIN 042599931 · Plan #001

Total assets
$517M
Net assets
$517M
Active participants
1,982
With balances
3,123

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
Fiducient Advisors Llc CRD 106720 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Strategic Advisors, Inc. Investment advisory (plan) $118,868
Fiducient Advisors Investment advisory (plan) $48,750
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $11,361
Fidelity Health Insurance Services Other commissions $0