AUMdb

Suntory Global Spirits Retirement Savings Plan

Sponsored by Suntory Global Spirits, Inc. · EIN 133295276 · Plan #001

Total assets
$631M
Net assets
$631M
Active participants
1,967
With balances
2,864

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Direct payment from the plan, Sub-transfer agency fees $112,157
Grant Thornton Accounting, Direct payment from the plan $26,880
Deloitte Tax Llp Accounting, Direct payment from the plan $5,428