Plan Snapshot
- Plan Sponsor: Fiera Capital INC.
- Sponsor EIN: 475258900
- Sponsor Address: 477 MADISON AVE., SUITE 720, NEW YORK, NY, 10022
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 0
- Total Assets: $211.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $211.3M | $0 | $0 |
| 2023 | 0 | $278.0M | $0 | $0 |
| 2022 | 0 | $259.0M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FIERA CAPITAL INC. | Other Service Provider | $1,616,129 | — | $1,616,129 |
| UMB FUND SERVICES | Other Service Provider | $121,086 | — | $121,086 |
| BNY MELLON | Other Service Provider | $56,788 | — | $56,788 |
| DELOITTE TAX LLP | Other Service Provider | $27,110 | — | $27,110 |
| DELOITTE & TOUCHE LLP | Auditor | $23,530 | — | $23,530 |
| MIZUHO SECURITIES USA INC. | Other Service Provider | — | $17,139 | $17,139 |
| MERRILL LYNCH CANADA, INC | Other Service Provider | — | $13,028 | $13,028 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELOITTE & TOUCHE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,874,810
- Estimated Expense Ratio: 0.887% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,780,376 | — | $1,549,695 | $53,518 | — |
| 2023 | $1,971,898 | $1,740,424 | — | $47,428 | — |
| 2022 | $2,470,668 | $2,047,109 | — | — | $217,863 |