Tokio Marine Highland 401 K Plan
Sponsored by Tokio Marine Highland Insurance Services, Inc. · EIN 952956941 · Plan #002
- Total assets
- $21.9M
- Net assets
- $21.9M
- Active participants
- 140
- With balances
- 204
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tri Ad Actuaries, Inc. | Contract administrator, Recordkeeping, Investment advisory (plan) | $23,930 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |
| Charles Schwab Bank | Custodial (securities), Trustee (directed), Securities brokerage | $0 |