AUMdb

The Daikin 401(k) Plan

Sponsored by Daikin Comfort Technologies Manufacturing, L.P. · EIN 760423371 · Plan #001

Total assets
$635M
Net assets
$635M
Active participants
12,035
With balances
12,428

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
Mercer Investments Llc CRD 133449 deterministic · 100% 2024
Wilshire Advisors Llc CRD 6210 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $653,812
Mercer Investments Llc Investment advisory (plan), Direct payment from the plan, Consulting fees $38,376
Mercer Investment advisory (plan), Direct payment from the plan $38,036
Rehmann Robson Accounting, Direct payment from the plan $23,019
Williams Distributing Co Accounting, Direct payment from the plan $15,000
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0