Seagate 401(k) Plan
Sponsored by Seagate U.S. Llc · EIN 770545987 · Plan #001
- Total assets
- $2.3B
- Net assets
- $2.3B
- Active participants
- 3,104
- With balances
- 6,768
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 |
| Callan Llc CRD 107687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $242,548 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $108,057 |
| Callan | Investment advisory (plan) | $81,983 |
| Moss Adams Llp | Accounting | $34,800 |
| Nfp Retirement, Inc | Consulting (general) | $27,500 |