AUMdb

Geotab 401 K Plan

Sponsored by Geotab Usa, Inc. · EIN 331223787 · Plan #001

Total assets
$21.5M
Net assets
$21.5M
Active participants
329
With balances
296

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
Towers Watson Investment Services, Inc. CRD 110473 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Towers Watson Investment Services Investment advisory (participants) $43,853
John Hancock Life Insurance Company Recordkeeping, Investment management, Shareholder servicing fees $40,399