Clarios Retirement Savings And Investment Plan
Sponsored by Clarios, Llc · EIN 391684871 · Plan #001
- Total assets
- $334M
- Net assets
- $334M
- Active participants
- 5,200
- With balances
- 5,174
Plan year beginning 01/01/2024 · Default investment account (QDIA), Profit-sharing, Total participant-directed account
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 |
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 | $361,883 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $207,509 |
| Aon Investments Usa Inc | Consulting (general) | $78,909 |
| Wipfli Llp | Accounting | $18,000 |
| Foley & Lardner Llp | Legal | $12,531 |