AUMdb

Daifuku North America Group Employees' Retirement Savings Plan

Sponsored by Daifuku North America Holding Company · EIN 274402595 · Plan #015

Total assets
$234M
Net assets
$234M
Active participants
2,986
With balances
3,091

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
Capfinancial Partners, Llc CRD 175112 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Warner Norcross & Judd Llp Legal $124,697
Capfinancial Partners Llc Investment advisory (plan) $75,000
Plante Moran Accounting $19,000
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $1,965