Charles River Laboratories, Inc. Savings/Plus Plan
Sponsored by Charles River Laboratories, Inc. · EIN 760509980 · Plan #004
- Total assets
- $1.1B
- Net assets
- $1.1B
- Active participants
- 9,584
- With balances
- 13,435
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 |
| Ubs Financial Services Inc. CRD 8174 | 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 | $758,578 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $346,175 |
| Ubs Financial Services | Investment advisory (plan) | $83,500 |