Employee 401(k) Savings Plan
Sponsored by Consolidated Electrical Distributors · EIN 770559191 · Plan #003
- Total assets
- $1.2B
- Net assets
- $1.2B
- Active participants
- 11,443
- With balances
- 15,099
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $606,862 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $242,320 |
| Visionpoint Advisory Group | Investment advisory (plan) | $95,000 |