Coorstek Llc Savings And Investment Plan
Sponsored by Coorstek Llc · EIN 464089941 · Plan #002
- Total assets
- $345M
- Net assets
- $345M
- Active participants
- 2,522
- With balances
- 3,269
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 |
|---|---|---|
| Wtw Investment Management Consulti | Consulting (general) | $203,421 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $116,147 |
| Singer Lewak | Accounting | $20,700 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$23,167 |