AUMdb

Shimadzu Precision Instruments, Inc. 401(k) Plan

Sponsored by Shimadzu Precision Instruments, Inc. · EIN 953340364 · Plan #001

Total assets
$27.3M
Net assets
$27.3M
Active participants
186
With balances
167

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
Mercator Investment Management Llc CRD 296809 fuzzy_auto · 97% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Mercer Investment Management Inc Investment advisory (plan) $34,916
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $28,543
Miller Kaplan Accounting $13,650