AUMdb

Infor 401(k) Savings Plan

Sponsored by Infor (Us), Inc. · EIN 203469219 · Plan #001

Total assets
$1.1B
Net assets
$1.1B
Active participants
4,466
With balances
6,443

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
Strategic Advisors, Inc. Investment advisory (plan) $29,414
Cbiz Cpas P.C. Accounting $18,203
Willis Towers Watson Us Llc Consulting (general) $15,520
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $14,591