The Andersons, Inc. Retirement Savings Investment Plan
Sponsored by The Andersons, Inc. · EIN 341562374 · Plan #003 · Maumee, OH
- Total assets
- $368M
- Net assets
- $368M
- Active participants
- 2,020
- With balances
- 3,527
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 |
| Highland Consulting Associates Inc. CRD 109834 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $133,102 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $99,028 |
| Highland Consulting Associates, In | Investment advisory (plan) | $75,736 |
| Lbmc, Pc | Accounting | $27,000 |
| Baker & Hostetler Llp | Legal | $16,534 |