AUMdb

Ykk Ap America Inc. 401(k) Retirement Plan

Sponsored by Ykk Ap America Inc. · EIN 581941588 · Plan #001

Total assets
$80.5M
Net assets
$80.5M
Active participants
945
With balances
1,119

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
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024
Mercer Investments Llc CRD 133449 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $76,319
Mercer Investments, Llc Investment advisory (plan), Direct payment from the plan $33,744
Frazier & Deeter, Llc Accounting, Direct payment from the plan $17,500
National Financial Services Securities brokerage, Securities brokerage commissions $0