Ikea Retirement And Savings Plan
Sponsored by Ikea North America Services, Llc · EIN 233005722 · Plan #001 · Conshohocken, PA
- Total assets
- $1.1B
- Net assets
- $1.1B
- Active participants
- 16,565
- With balances
- 20,185
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 |
|---|---|---|
| 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 | $939,099 |
| Capfinancial Partners, Llc | Investment advisory (plan) | $115,000 |
| Marcum Llp | Accounting | $59,850 |