Here North America, Llc Retirement Savings And Investment Plan
Sponsored by Here North America, Llc · EIN 770080465 · Plan #002
- Total assets
- $466M
- Net assets
- $466M
- Active participants
- 780
- With balances
- 1,642
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 |
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 | $98,427 |
| Abd Retirement Services, Inc. | Investment advisory (plan) | $85,000 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $30,438 |
| Crowe Llp | Accounting | $28,350 |