Fortive Retirement Savings Plan
Sponsored by Fortive Corporation · EIN 475654583 · Plan #001
- Total assets
- $2.1B
- Net assets
- $2.1B
- Active participants
- 9,525
- With balances
- 13,189
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 |
| R.V. Kuhns & Associates, Inc. CRD 18005 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $510,889 |
| Fidelity Inv's Inst'l Op's Co, Llc | Participant loan processing, Recordkeeping fees, Account maintenance fees | $380,004 |
| R.V. Kuhns & Associates Inc | Consulting (general), Investment advisory (plan) | $114,160 |
| Seyfarth Shaw | Legal | $75,469 |
| Fidelity Investments Tax Exempt Ser | Recordkeeping fees, Account maintenance fees | $0 |