Mattel, Inc. Personal Investment Plan
Sponsored by Mattel, Inc. · EIN 951567322 · Plan #002
- Total assets
- $1.3B
- Net assets
- $1.3B
- Active participants
- 3,884
- With balances
- 7,342
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 |
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $320,113 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $197,237 |
| Wilshire Advisors Inc. | Investment advisory (plan) | $75,000 |
| Moss Adams Llp | Accounting | $54,600 |