AUMdb

Stagwell Global 401(k) Plan

Sponsored by Stagwell Global Llc · EIN 871877859 · Plan #333

Total assets
$678M
Net assets
$678M
Active participants
6,235
With balances
7,777

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
Mml Investors Services, Llc CRD 10409 deterministic · 100% 2024
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 99% 2024
Wilshire Advisors Llc CRD 6210 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 $1,383,333
National Benefit Services Contract administrator, Direct payment from the plan, Other fees $312,876
Pension Assurance Llp Accounting, Direct payment from the plan $49,908
Mml Investors Services Llc Investment advisory (plan), Other fees $0
Pension Assurance Llp Accounting, Other fees $0
Andrews Hooper Pavlik Plc Accounting, Other fees $0
Morningstar Investment Management L Investment advisory (participants), Consulting fees $0
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0