AUMdb

Landis&Gyr Savings And Profit Sharing Plan

Sponsored by Landis&Gyr Technology, Inc. · EIN 201399908 · Plan #008

Total assets
$232M
Net assets
$232M
Active participants
905
With balances
1,241

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
Cambridge Investment Research Advisors, Inc. CRD 134139 fuzzy_auto · 95% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Cambridge Investment Research Investment advisory (plan) $165,412
Strategic Advisors, Inc. Investment advisory (plan) $31,952
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$130,413