Convatec Inc. Savings And Investment Plan
Sponsored by Convatec Inc. · EIN 262734330 · Plan #001 · Bridgewater, NJ
- Total assets
- $239M
- Net assets
- $239M
- Active participants
- 1,399
- With balances
- 2,296
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 |
| Capfinancial Partners, Llc CRD 175112 | 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 | $178,257 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $65,171 |
| Rsm Us Llp | Accounting | $59,930 |
| Morgan Lewis & Bockius Llp | Legal | $44,098 |
| Global Retirement Partners, Llc | Consulting (general) | $37,500 |
| Capfinancial Partners, Llc. | Investment advisory (plan) | $21,250 |