Fraunhofer Usa, Inc. 401(a) Dc Plan
Sponsored by Fraunhofer Usa, Inc. · EIN 383203030 · Plan #002
- Total assets
- $44.0M
- Net assets
- $44.0M
- Active participants
- 117
- With balances
- 346
Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Plante & Moran, Pllc | Accounting, Direct payment from the plan | $16,600 |
| Tiaa | Contract administrator, Investment management, Direct payment from the plan | $8,631 |
| Capfinancial Partners, Llc | Investment advisory (plan), Direct payment from the plan | $7,959 |