AUMdb

Serco Inc. 401(k) Retirement Plan

Sponsored by Serco Inc. · EIN 222902286 · Plan #003

Total assets
$744M
Net assets
$744M
Active participants
7,147
With balances
10,436

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
Voya Retirement Advisors, Llc CRD 3989 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Voya Institutional Plan Services Account maintenance fees $523,040
Voya Retirement Advisors, Llc Investment advisory (participants) $463,392
Sage View Advisory Consulting (general) $85,000