The J.M. Smucker Company Employee Savings Plan
Sponsored by The J.M. Smucker Company · EIN 340538550 · Plan #011
- Total assets
- $1.5B
- Net assets
- $1.5B
- Active participants
- 7,886
- With balances
- 10,691
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 |
|---|---|---|
| Aon Investments Usa Inc. CRD 105596 | 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 | $322,248 |
| Curcio Webb, Llc | Consulting (general) | $56,735 |
| Aon Investments Usa Inc. | Investment advisory (plan) | $45,000 |
| Maloney Novotny | Accounting | $26,000 |
| Sei Investments | Investment advisory (plan) | $11,250 |