AUMdb

Bridgestone Metalpha U.S.A., Inc. 401(k) Plan

Sponsored by Bridgestone Metalpha U.S.A., Inc. · EIN 621552127 · Plan #001

Total assets
$39.0M
Net assets
$39.0M
Active participants
528
With balances
609

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
Rbs Wealth Management, Llc CRD 336536 fuzzy_auto · 97% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Workplace Services Llc Plan administrator, Trustee (discretionary), Investment management $58,636
Rbc Wealth Management Investment advisory (plan) $30,000
Strategic Advisors, Inc. Investment advisory (plan) $14,952