Sulzer Employee Savings Plan
Sponsored by Sulzer Us Holding Inc. · EIN 133950743 · Plan #003
- Total assets
- $547M
- Net assets
- $547M
- Active participants
- 2,435
- With balances
- 3,294
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $241,581 |
| Capfinancial Partners, Llc | Investment advisory (plan) | $100,000 |
| Cozen O'connor | Other services | $85,912 |
| Ham, Langston & Brezina, Llp | Accounting | $22,880 |