Infineon Technologies Savings Plan
Sponsored by Infineon Technologies Americas Corp. · EIN 951528961 · Plan #005
- Total assets
- $1.7B
- Net assets
- $1.7B
- Active participants
- 3,569
- With balances
- 6,471
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
| Steelpeak Wealth, Llc CRD 165168 | deterministic · 100% | 2024 |
| Westmount Partners, Llc CRD 158857 | deterministic · 100% | 2024 |
| Larson Financial Services, Inc. CRD 158618 | deterministic · 100% | 2024 |
| Corient Private Wealth Lp CRD 319448 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $357,265 |
| Capfinancial Partners Llc | Investment management, Direct payment from the plan | $131,730 |
| Fisher Investments | Investment advisory (participants), Direct payment from the plan | $34,849 |
| Steelpeak Wealth Llc | Investment advisory (participants), Direct payment from the plan | $26,172 |
| Westmount Partners Llc | Investment advisory (participants), Direct payment from the plan | $15,819 |
| Charles Schwab & Co., Inc | Securities brokerage, Direct payment from the plan, Float revenue | $14,128 |
| Troutman Sanders Llp | Legal, Direct payment from the plan | $12,038 |
| Bkd, Llp | Accounting, Direct payment from the plan | $8,400 |
| Larson Financial Services Inc | Investment advisory (participants), Direct payment from the plan | $6,411 |
| Corient Private Wealth Llc | Investment advisory (participants), Direct payment from the plan | $5,004 |