U.S. Associate Savings Plan
Sponsored by Mars, Incorporated · EIN 221594774 · Plan #004
- Total assets
- $3.4B
- Net assets
- $3.4B
- Active participants
- 15,668
- With balances
- 20,234
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 |
| Lcg Associates, Inc. CRD 105971 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $985,321 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $902,737 |
| Lcg Associates Inc. | Investment advisory (plan) | $17,708 |