Hitachi High Tech America, Inc. Retirement Plan
Sponsored by Hitachi High Tech America, Inc. · EIN 010569971 · Plan #001
- Total assets
- $74.0M
- Net assets
- $74.0M
- Active participants
- 246
- 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 |
|---|---|---|
| Sage Advisory Services Ltd Co CRD 106236 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sage Advisory Services Ltd. Co. | Investment advisory (plan), Investment management | $134,555 |
| John Hancock | Recordkeeping, Float revenue, Recordkeeping fees | $77,274 |
| Wintrust Investments Llc | Investment advisory (plan), Investment management | $30,000 |
| Bny Mellon | Investment advisory (plan), Investment management | $24,931 |
| Cherry Bekaert, Llp | Accounting | $22,890 |
| Onedigital | Consulting (pension) | $10,000 |