AUMdb

West Pharmaceutical Services, Inc. 401(k) Plan

Sponsored by West Pharmaceutical Services, Inc. · EIN 231210010 · Plan #008

Total assets
$521M
Net assets
$521M
Active participants
4,473
With balances
5,275

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
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $148,978
Strategic Advisors, Inc. Investment advisory (plan) $21,915