AUMdb

Ykk 401(k) Retirement Plan

Sponsored by Ykk Corporation Of America · EIN 222830094 · Plan #002

Total assets
$149M
Net assets
$149M
Active participants
999
With balances
1,259

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
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024
Mercator Investment Management Llc CRD 296809 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $138,330
Mercer Investment Management, Inc. Investment advisory (plan), Direct payment from the plan $41,508
National Financial Services Securities brokerage, Securities brokerage commissions $0