Schwan's Company Retirement Savings Plan
Sponsored by Schwans Shared Services, Llc · EIN 810572771 · Plan #001
- Total assets
- $632M
- Net assets
- $632M
- Active participants
- 9,135
- With balances
- 8,237
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 |
|---|---|---|
| Towers Watson Investment Services, Inc. CRD 110473 | fuzzy_auto · 97% | 2024 |
| Mercer Investments Llc CRD 133449 | deterministic · 100% | 2024 |
| Snyder Capital Management Lp CRD 108518 | deterministic · 100% | 2024 |
| Sanders Capital, Llc CRD 151480 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Trust Company | Recordkeeping fees, Account maintenance fees, Securities brokerage commissions | $645,006 |
| Towers Watson Investments Services | Investment advisory (plan), Consulting (pension), Investment management fees (direct) | $154,204 |
| Mercer Investments Llc | Investment advisory (plan), Investment management fees (direct), Investment management fees (indirect) | $71,585 |
| Arrowmark Partners | Investment management, Investment management fees (direct) | $67,763 |
| Snyder Capital Management | Investment management, Investment management fees (direct) | $61,850 |
| Sanders Capital, Llc | Investment management, Soft dollars commissions, Investment management fees (direct) | $46,586 |
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan | $39,691 |