AUMdb

Factory Mutual Insurance Company 401(k) Savings Plan

Sponsored by Factory Mutual Insurance Company · EIN 050316605 · Plan #003

Total assets
$1.9B
Net assets
$1.9B
Active participants
4,208
With balances
5,607

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
Strategic Advisors, Inc. Investment advisory (plan) $378,098
Groom Law Group, Chartered Legal $6,567
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$1,652,387