Terumo Employee Savings And Investment Plan
Sponsored by Terumo Americas Holding, Inc. · EIN 341112331 · Plan #003
- Total assets
- $836M
- Net assets
- $836M
- Active participants
- 3,820
- With balances
- 5,460
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $255,475 |
| Capfinancial Partners, Llc | Investment advisory (plan) | $81,860 |
| Eisner Amper Llp | Accounting | $47,750 |
| Portfolio Evaluations, Inc. | Investment advisory (plan) | $11,950 |
| Ballard Spahr Llp | Legal | $7,498 |