U.S. Tsubaki Holdings, Inc. Collectively Bargained And Hourly Retirement Plan
Sponsored by U.S. Tsubaki Holdings, Inc. · EIN 362721807 · Plan #003
- Total assets
- $36.6M
- Net assets
- $36.6M
- Active participants
- 324
- With balances
- 419
Plan year beginning 04/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | 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 | $67,306 |
| Global Retirement Partners | Investment advisory (plan) | $39,781 |
| Wipfli Llp | Accounting | $15,000 |