AUMdb

7 Eleven, Inc. 401(k) Plan

Sponsored by 7 Eleven, Inc. · EIN 751085131 · Plan #101

Total assets
$1.0B
Net assets
$1.0B
Active participants
66,965
With balances
17,868

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
Fiducient Advisors Llc CRD 106720 deterministic · 100% 2024
Strategic Advisors Llc CRD 125882 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 $1,119,475
Willis Towers Watson Us Llc Accounting, Consulting (general) $250,950
Fiducient Advisors Llc Investment advisory (plan) $222,386
Strategic Advisors, Inc. Investment advisory (plan) $146,496
Crowe Llp Accounting $6,799