Fresenius Medical Care North America 401(k) Savings Plan
Sponsored by National Medical Care, Inc. · EIN 042835488 · Plan #002
- Total assets
- $4.4B
- Net assets
- $4.4B
- Active participants
- 61,883
- With balances
- 49,065
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | 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 | $2,522,905 |
| Withum Smith + Brown Pc | Accounting | $116,480 |
| New England Retirement Consultants | Consulting (general) | $55,412 |
| Morgan Stanley | Investment advisory (plan) | $43,893 |
| Caron & Bletzer, Pllc | Accounting | $12,000 |