AUMdb

Cargotec Holding, Inc. 401(k) Plan

Sponsored by Cargotec Holding, Inc. · EIN 581730881 · Plan #001

Total assets
$77.3M
Net assets
$77.3M
Active participants
988
With balances
954

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
Commonwealth Equity Services, Llc CRD 8032 fuzzy_auto · 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, Participant loan processing $117,242
Commonwealth Equity Services Llc Db Investment advisory (plan) $41,417
Rsm Us Llp Other fees $28,875
Advised Assets Group, Llc Investment management $1,062