AUMdb

Voith Employee Savings Plan

Sponsored by Voith Us Inc. · EIN 392042166 · Plan #002

Total assets
$419M
Net assets
$419M
Active participants
1,686
With balances
2,387

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

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $329,358
Sageview Advisory Group, Llc Consulting (general), Insurance services, Insurance brokerage commissions $73,600
Mckonly & Asbury Accounting, Direct payment from the plan $22,360
Envestnet Asset Management Inc Consulting (general), Insurance services, Insurance brokerage commissions $15,988
Mcadam Llc Consulting (general), Insurance services, Insurance brokerage commissions $8,556
Charles Schwab & Co., Inc. Securities brokerage, Securities brokerage commissions $799