Bacardi U.S.A., Inc. & Affiliates 401(k) Savings And Dc Retirement Plan
Sponsored by Bacardi U.S.A., Inc. · EIN 131507147 · Plan #003
- Total assets
- $290M
- Net assets
- $290M
- Active participants
- 1,088
- With balances
- 1,541
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 |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mercer Investments | Investment management fees (direct) | $327,557 |
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $128,993 |
| Voya Institutional Plan Services | Participant loan processing, Other services, Account maintenance fees | $62,765 |