# Fiera Capital INC. 401(k) Plan
Source: https://planprovider.pro/companies/fiera-capital-inc-900947943-001

> 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:** 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](https://planprovider.pro/provider/deloitte-and-touche-llp) — Auditor

- [GOLDMAN, SACHS & CO.](https://planprovider.pro/provider/goldman-sachs) — Investment Advisor

- [MORGAN STANLEY & CO., INC.](https://planprovider.pro/provider/morgan-stanley) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/fiera-capital-inc-900947943-001)

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