Yamada North America Inc. Associates Retirement Plan
Sponsored by Yamada North America, Inc. · EIN 311240256 · Plan #001
- Total assets
- $19.2M
- Net assets
- $19.2M
- Active participants
- 337
- With balances
- 445
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 |
|---|---|---|
| Consolidated Financial Management Group, Llc CRD 119695 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $83,537 |
| Consolidated Financial Mgt Group Ll | Investment advisory (plan), Consulting fees | $36,594 |
| Charles Schwab | Custodial (securities), Shareholder servicing fees | $0 |