AUMdb

Retirement Savings Plan For Employees Of Ferragamo Usa Inc.

Sponsored by Ferragamo Usa Inc. · EIN 136180843 · Plan #003

Total assets
$46.3M
Net assets
$46.3M
Active participants
442
With balances
730

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
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Morgan Stanley Investment advisory (plan), Investment management, Direct payment from the plan $66,093
Funaro & Co/Pc Accounting, Direct payment from the plan $43,250
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $23,565
Charles Schwab & Co., Inc. Securities brokerage, Securities brokerage commissions $68
National Financial Services Securities brokerage, Securities brokerage commissions $0