Tosoh America, Inc. Savings And Retirement Plan
Sponsored by Tosoh America, Inc. · EIN 521635920 · Plan #001
- Total assets
- $129M
- Net assets
- $129M
- Active participants
- 849
- With balances
- 1,185
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 |
|---|---|---|
| Asset Dedication, Llc CRD 151988 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $121,633 |
| Asset Dedication Llc | Investment advisory (participants), Direct payment from the plan | $7,208 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $298 |