AUMdb

Jon K. Takata Corporation 401(k) Profit Sharing Plan

Sponsored by Jon K. Takata Corporation Dba Restoration Management Company · EIN 943267563 · Plan #001

Total assets
$28.1M
Net assets
$28.1M
Active participants
483
With balances
569

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
Voya Retirement Advisors, Llc CRD 3989 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Voya Retirement Advisors, Llc Investment advisory (participants) $7,947
Baybridge Capital Group Llc Other fees $0
Redwood Pensions Llc Other services $0