Mitsui Sumitomo 401(k) Savings/Retirement Plan
Sponsored by Mitsui Sumitomo Marine Management (U.S.A.), Inc. · EIN 133429270 · Plan #001
- Total assets
- $177M
- Net assets
- $177M
- Active participants
- 653
- With balances
- 692
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Newport Capital Group, Llc CRD 144442 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $62,867 |
| Newport Capital Group | Investment advisory (plan) | $55,199 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $23,470 |