Yokogawa Usa, Inc. Wealth Builder
Sponsored by Yokogawa Usa, Inc. · EIN 581874832 · Plan #001
- Total assets
- $191M
- Net assets
- $191M
- Active participants
- 731
- With balances
- 1,107
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 |
|---|---|---|
| Prime Capital Investment Advisors, Llc CRD 288712 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Prime Capital Investment Advis | Investment management, Direct payment from the plan | $44,878 |
| Weaver And Tidwell, Llp | Accounting, Investment management, Direct payment from the plan | $37,221 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $26,141 |
| Morningstar Inc | Investment management, Direct payment from the plan | $5,197 |
| Charles Schwab & Co. Inc | Securities brokerage, Direct payment from the plan, Float revenue | $0 |