AUMdb

Finastra Usa Salary Savings 401(k) Plan

Sponsored by Finastra Usa Corporation · EIN 593760087 · Plan #001

Total assets
$428M
Net assets
$428M
Active participants
1,006
With balances
1,820

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Captrust Financial Partners, Llc Consulting fees $123,402
Merrill Lynch, Pierce, Fenner And S Recordkeeping, Investment management fees (indirect), Shareholder servicing fees $114,046