AUMdb

Sumitomo Electric Group 401(k) Plan

Sponsored by Sumitomo Electric U.S.A Holdings, Inc. · EIN 561646307 · Plan #001

Total assets
$246M
Net assets
$246M
Active participants
1,912
With balances
2,213

Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $159,265
Capfinancial Partners Llc Dba Captr Other fees $53,066
The Wagner Law Group Legal $40,000