Environmental Systems Research Institute, Inc. 401(k) Investment And Profit Sharing Plan
Sponsored by Environmental Systems Research Institute, Inc. · EIN 952775732 · Plan #001 · Redlands, CA
- Total assets
- $2.1B
- Net assets
- $2.1B
- Active participants
- 5,110
- With balances
- 6,281
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 |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $329,903 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $219,878 |
| Sageview Advisory Group, Llc | Consulting (general) | $129,371 |
| Moss Adams Llp | Accounting | $36,750 |