AUMdb

Yamato Transport 401(k) Plan

Sponsored by Yamato Transport U.S.A., Inc. · EIN 133019110 · Plan #001

Total assets
$37.5M
Net assets
$37.5M
Active participants
271
With balances
370

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
World Investment Advisors, Llc CRD 208512 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company O Contract administrator, Recordkeeping fees, Recordkeeping $62,774
World Investment Advisors Llc Investment advisory (plan) $18,750
Pension Financial Group Llc Consulting (pension), Investment advisory (plan) $9,250