AUMdb

Simon Kucher & Partners 401(k) Plan

Sponsored by Simon Kucher & Partners Llc · EIN 043327903 · Plan #001

Total assets
$51.3M
Net assets
$51.3M
Active participants
339
With balances
603

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, Recordkeeping fees, Account maintenance fees $36,044