# Fiera Capital INC. 401(k) Plan
Source: https://planprovider.pro/companies/fiera-capital-inc-475258900-002

> Fiera Capital INC.'s 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/deloitte-and-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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/fiera-capital-inc-475258900-002)

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