Allegro Microsystems, Llc Employees' Retirement Savings Plan
Sponsored by Allegro Microsystems · EIN 223056180 · Plan #001
- Total assets
- $252M
- Net assets
- $252M
- Active participants
- 629
- With balances
- 993
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 |
| Sageview Advisory Group, Llc CRD 126777 | 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 | $97,558 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $72,865 |
| Sageview Advisory Group, Llc | Investment advisory (participants), Investment advisory (plan) | $34,902 |