AUMdb

Faro 401(k) Plan

Sponsored by Faro Technologies, Inc. · EIN 593157093 · Plan #001

Total assets
$74.3M
Net assets
$74.3M
Active participants
400
With balances
684

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
Nfp Retirement Investment advisory (plan) $151,466
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $58,535
Strategic Advisors, Inc. Investment advisory (plan) $17,936
Kbf Cpas Audit, Llp Accounting $7,000