Open Text, Inc. 401(k) Plan
Sponsored by Open Text, Inc. · EIN 460525483 · Plan #001
- Total assets
- $1.9B
- Net assets
- $1.9B
- Active participants
- 4,635
- With balances
- 9,840
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 |
|---|---|---|
| Financial Avengers, Inc. CRD 119636 | fuzzy_auto · 94% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Mercer Investments Llc CRD 133449 | 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 | $334,273 |
| Mercer | Consulting (general) | $54,942 |
| Financial Engines | Investment advisory (plan) | $52,349 |
| Vedderprice | Consulting (general), Legal | $37,099 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $29,998 |
| Mercer Investments Llc | Consulting (general), Investment advisory (plan) | $27,336 |
| Grant Thornton Llp | Accounting | $26,250 |