AUMdb

Japan Society, Inc. Defined Contribution Plan (Ra)

Sponsored by Japan Society, Inc. · EIN 131675082 · Plan #001

Total assets
$34.5M
Net assets
$34.5M
Active participants
62
With balances
216

Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Capfinancial Partners, Llc CRD 175112 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Capfinancial Partners, Llc Investment advisory (participants) $15,060