AUMdb

Thermo King West, Inc. 401(k) Plan

Sponsored by Thermo King West, Inc. · EIN 860962146 · Plan #001

Total assets
$10.0M
Net assets
$10.0M
Active participants
252
With balances
276

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
Cetera Investment Advisers Llc CRD 105644 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
Cetera Investment Services Llc Investment advisory (plan) $35,232
Cetera Retirement Plan Specialists Contract administrator $17,256
Capital Group Retirement Plan Servi Recordkeeping fees $7,351