Fev North America, Inc. 401(k) Plan
Sponsored by Fev North America, Inc · EIN 942958806 · Plan #002
- Total assets
- $83.6M
- Net assets
- $83.6M
- Active participants
- 344
- With balances
- 562
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 |
|---|---|---|
| Asset Allocation Strategies, Llc CRD 152339 | deterministic · 100% | 2024 |
| Expand Financial, Llc CRD 152515 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $178,633 |
| Expand Financial, Llc | Investment advisory (plan), Direct payment from the plan | $25,023 |
| Asset Allocation Strategies, Llc | Investment advisory (plan), Other fees | $0 |