AUMdb

Safran Retirement And Savings Account Plan

Sponsored by Safran Usa, Inc. · EIN 510282961 · Plan #001

Total assets
$598M
Net assets
$598M
Active participants
3,913
With balances
7,083

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
T. Rowe Price Japan, Inc. CRD 290585 fuzzy_auto · 93% 2024
Lockton Investment Advisors, Llc CRD 144133 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
T Rowe Price Rps Inc Recordkeeping, Trustee (institutional), Trustee (directed) $257,385
Lockton Investment Advisors Llc Investment advisory (plan), Direct payment from the plan $83,350
Forvis Mazars, Llp Accounting, Direct payment from the plan $34,320
Charles Schwab & Co., Inc. Securities brokerage, Direct payment from the plan, Other commissions $511