Informa Usa, Inc. 401(k) Plan
Sponsored by Informa Usa, Inc. · EIN 042991330 · Plan #001
- Total assets
- $763M
- Net assets
- $763M
- Active participants
- 3,814
- With balances
- 6,507
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 |
| 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 | $234,327 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $164,355 |
| Capfinancial Partners Llc | Investment advisory (plan) | $141,396 |
| Ice Miller Llp | Legal | $56,791 |
| Aafcpas Inc | Accounting | $21,000 |