Exedy America 401 K Plan
Sponsored by Exedy America Corporation · EIN 621582324 · Plan #001
- Total assets
- $5.7M
- Net assets
- $5.7M
- Active participants
- 42
- With balances
- 83
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 |
|---|---|---|
| Osaic Advisory Services, Llc CRD 171070 | fuzzy_auto · 99% | 2024 |
| Wells Fargo Advisors Financial Network, Llc CRD 11025 | fuzzy_auto · 96% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tennessee Pension Administrators, L | Contract administrator | $16,442 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $12,741 |
| Osiac Advisory Services Llc | Investment advisory (plan) | $12,242 |
| Wells Fargo Advisors Fin Network Ll | Investment advisory (plan) | $7,542 |
| Empower Advisory Group, Llc | Investment management | $2,849 |
| Envestment Retirement Solutions, Ll | Other fees | $1,363 |