AUMdb

Sivantos Pension Plan

Sponsored by Ws Audiology Usa, Inc. · EIN 222102429 · Plan #002

Total assets
$29.1M
Net assets
$29.1M
Active participants
25
With balances
0

Plan year beginning 01/01/2024

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

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions Actuarial, Claims processing, Recordkeeping $92,632
Harter Secrest & Emery Llp Legal, Direct payment from the plan $17,765
Cap Financials Partners Llc Consulting (general), Insurance brokerage commissions $15,000
National Financial Services Securities brokerage, Securities brokerage commissions $0
Mid Atlantic Capital Corporation Securities brokerage, Securities brokerage commissions $0