Bosch Savings Incentive Plan
Sponsored by Robert Bosch Llc · EIN 362903176 · Plan #003
- Total assets
- $4.6B
- Net assets
- $4.6B
- Active participants
- 14,168
- With balances
- 19,534
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $1,830,488 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $1,693,987 |