Fanatics 401(k) Retirement Plan
Sponsored by Fanatics Holdings, Inc. · EIN 454894304 · Plan #002
- Total assets
- $364M
- Net assets
- $364M
- Active participants
- 10,927
- With balances
- 6,898
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 |
| Rowland, Duncan S. CRD 161597 | fuzzy_auto · 97% | 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 | $441,470 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $136,980 |
| Forvis Mazars Llp | Accounting | $55,125 |
| Rocaton Investment Advisors Llc | Investment advisory (plan) | $50,000 |