Scor U.S. Group Retirement And Savings Plan
Sponsored by Scor U.S. Corporation · EIN 751791342 · Plan #002
- Total assets
- $315M
- Net assets
- $315M
- Active participants
- 640
- With balances
- 982
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 |
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $84,274 |
| Segal Marco Advisors | Consulting (general), Investment advisory (plan) | $38,925 |
| The Segal Company | Consulting (general) | $19,750 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$2,959 |