AUMdb

Ams Osram Savings Plan

Sponsored by Osram Sylvania Inc. · EIN 043349012 · Plan #002

Total assets
$487M
Net assets
$486M
Active participants
1,047
With balances
2,769

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
Invesco Advisers, Inc. CRD 105360 fuzzy_auto · 98% 2024

Service providers

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

Provider Services Direct comp
Alight Solutions Llc Investment management, Direct payment from the plan $473,501
Kpmg Direct payment from the plan, Accounting $145,500
Invesco Advisors, Inc. Investment management, Investment management fees (direct), Other fees $143,406
Ssga Direct payment from the plan, Investment management $101,051
Aon Hewitt Financial Advisors Investment advisory (participants), Direct payment from the plan $100,000
Black Rock Financial Trustee (institutional), Investment management fees (direct), Direct payment from the plan $46,437
Cliftonlarsonallen Llp Accounting, Other services $15,750