AUMdb

Coherent Corp. 401(k) Profit Sharing Plan

Sponsored by Coherent Corp. · EIN 251214948 · Plan #001

Total assets
$1.2B
Net assets
$1.2B
Active participants
4,242
With balances
6,097

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

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 $215,587
Strategic Advisors, Inc. Investment advisory (plan) $140,699