Deutsche Bank Matched Savings Plan
Sponsored by Deutsche Bank Americas Holding Corp · EIN 133645372 · Plan #002
- Total assets
- $4.5B
- Net assets
- $4.5B
- Active participants
- 7,791
- With balances
- 17,497
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 |
| Aon Investments Usa Inc. CRD 105596 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $914,999 |
| Aon Investments Usa Inc. | Investment advisory (plan) | $623,264 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $111,831 |
| Ernst & Young U.S. Llp | Accounting | $107,560 |
| Aon Consulting, Inc. | Consulting (general) | $23,000 |
| Wallach & Associates | Accounting | $9,500 |