AUMdb

Tmna, Inc. 401(k) Plan

Sponsored by Tokio Marine North America Inc. · EIN 452682016 · Plan #001

Total assets
$820M
Net assets
$820M
Active participants
3,098
With balances
4,085

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
Newport Capital Group, Llc CRD 144442 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Newport Capital Group Investment advisory (plan) $340,151
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$519,375