Plan Snapshot
- Plan Sponsor: Fiera Capital INC.
- Sponsor EIN: 900947943
- Sponsor Address: 477 MADISON AVE., SUITE 720, NEW YORK, NY, 10022
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $1.3B
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 | $1.3B | $0 | $0 |
| 2023 | 0 | $1.3B | $0 | $0 |
| 2022 | 0 | $1.2B | $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 | $8,373,426 | — | $8,373,426 |
| UMB FUND SERVICES | Other Service Provider | $561,237 | — | $561,237 |
| DELOITTE & TOUCHE LLP | Auditor | $50,707 | — | $50,707 |
| STATE STREET BANK AND TRUST CO. | Other Service Provider | $30,609 | — | $30,609 |
| DELOITTE TAX LLP | Other Service Provider | $28,369 | — | $28,369 |
| GOLDMAN, SACHS & CO. | Investment Advisor | — | $22,224 | $22,224 |
| MORGAN STANLEY & CO., INC. | Investment Advisor | — | $16,422 | $16,422 |
| ROYAL BANK OF CANADA | Other Service Provider | — | $12,862 | $12,862 |
| SANFORD C. BERNSTEIN & CO., LLC | Other Service Provider | — | $12,502 | $12,502 |
| JP MORGAN SECURITIES | Other Service Provider | — | $11,854 | $11,854 |
| UBS SECURITIES CANADA INC. | Other Service Provider | — | $11,549 | $11,549 |
| JONESTRADING CANADA | Other Service Provider | — | $6,764 | $6,764 |
| REDBURN USA, LLC | Other Service Provider | — | $6,729 | $6,729 |
| RAYMOND JAMES LTD. | Other Service Provider | — | $5,587 | $5,587 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELOITTE & TOUCHE LLP — Auditor
- GOLDMAN, SACHS & CO. — Investment Advisor
- MORGAN STANLEY & CO., INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,150,841
- Estimated Expense Ratio: 0.713% 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 | $9,188,230 | $8,483,591 | — | $52,500 | — |
| 2023 | $8,628,284 | $8,021,057 | — | $46,606 | — |
| 2022 | $10,639,876 | $9,828,711 | — | — | $709,288 |