Swisslog Retirement Income Plan For Salaried Employees
Sponsored by Translogic Corporation · EIN 840911610 · Plan #002
- Total assets
- $7.2M
- Net assets
- $7.2M
- Active participants
- 72
- With balances
- 0
Plan year beginning 04/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Innovest Portfolio Solutions Llc CRD 106110 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $25,910 |
| Dean Actuaries, Llc | Actuarial, Direct payment from the plan | $22,440 |
| Brentwood Asset Advisors | Investment advisory (plan), Direct payment from the plan | $18,000 |
| Innovest Portfolio Solut | Investment advisory (plan), Direct payment from the plan | $6,782 |