AUMdb

Kraft Heinz Savings Plan

Sponsored by Kraft Heinz Foods Company · EIN 250542520 · Plan #009

Total assets
$3.6B
Net assets
$3.6B
Active participants
13,247
With balances
23,766

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
Strategic Advisors, Inc. Investment advisory (plan) $647,566
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $354,177
Mercer Investments Llc Investment advisory (plan) $95,379
Crowe Llp Accounting $51,400
Morgan Lewis & Bockius Llp Legal $8,452