Slalom 401(k) Plan
Sponsored by Slalom, Inc. · EIN 841246887 · Plan #001
- Total assets
- $1.6B
- Net assets
- $1.6B
- Active participants
- 8,341
- With balances
- 13,508
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) | $485,914 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $265,035 |
| Ubs Financial Services Inc. | Consulting (general) | $68,002 |
| Smith Bunday Berman Britton, P.S. | Accounting | $17,400 |
| K&L Gates Llp | Legal | $15,646 |