Ericsson Us 401(k) Plan
Sponsored by Ericsson Inc. · EIN 061119960 · Plan #006
- Total assets
- $3.8B
- Net assets
- $3.8B
- Active participants
- 4,401
- With balances
- 12,842
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Jennison Associates Llc CRD 107959 | deterministic · 100% | 2024 |
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Advisory Group, Llc | Investment advisory (participants), Direct payment from the plan | $2,126,913 |
| Empower Annuity Insurance Company | Recordkeeping fees, Recordkeeping, Participant loan processing | $907,999 |
| Jennison Associates | Investment management, Investment management fees (direct) | $789,703 |
| Capfinancial Partners Llc Dba Captr | Investment advisory (plan), Direct payment from the plan | $290,000 |
| Willis Towers Watson Us Llc | Consulting (general), Direct payment from the plan | $174,114 |
| Empower Financial Services, Inc. | Securities brokerage, Participant communication, Other investment fees and expenses | $36,265 |
| Stifel, Nicolaus & Company, Inc. | Direct payment from the plan, Securities brokerage, Securities brokerage commissions | $35,106 |
| Empower Trust Company, Llc | Recordkeeping fees, Direct payment from the plan, Recordkeeping | $6,020 |