AUMdb

Yutaka Technologies 401(k) Retirement Plan

Sponsored by Cardington Yutaka Technologies, Inc. · EIN 311428274 · Plan #001

Total assets
$29.8M
Net assets
$29.8M
Active participants
797
With balances
844

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
Everhart Financial Group Inc CRD 107091 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
John Hancock Recordkeeping, Participant loan processing, Float revenue $89,652
Everhart Advisors Investment advisory (plan), Other fees $30,255