Kraft Heinz Union Savings Plan
Sponsored by Kraft Heinz Foods Company · EIN 250542520 · Plan #011
- Total assets
- $311M
- Net assets
- $311M
- Active participants
- 3,640
- With balances
- 5,193
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 |
| Mercer Investments Llc CRD 133449 | 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 | $118,081 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $73,659 |
| Crowe Llp | Accounting | $51,400 |
| Mercer Investments Llc | Investment advisory (plan), Investment management | $19,240 |
| Morgan Lewis & Bockius Llp | Legal | $11,026 |