Makita Shared Savings Plan
Sponsored by Makita Usa, Inc. · EIN 132672211 · Plan #002
- Total assets
- $99.1M
- Net assets
- $99.1M
- Active participants
- 717
- With balances
- 968
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 |
|---|---|---|
| Grupp Financial Llc CRD 168436 | fuzzy_auto · 96% | 2024 |
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Grp Financial | Investment advisory (plan), Direct payment from the plan | $27,500 |
| Marcum Llp | Accounting, Direct payment from the plan | $21,115 |
| T Rowe Price Rps Inc | Recordkeeping, Trustee (institutional), Trustee (directed) | $7,732 |