AUMdb

Mitsubishi Logisnext Americas 401(k) Plan

Sponsored by Mitsubishi Logisnext Americas Inc. · EIN 341710051 · Plan #001

Total assets
$275M
Net assets
$275M
Active participants
1,644
With balances
2,044

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $226,518
Strategic Advisors, Inc. Investment advisory (plan) $67,126
Forvis, Llp Accounting $26,300