Sumitomo Machinery Corporation Of America Savings And Investment Plan
Sponsored by Sumitomo Machinery Corporation Of America · EIN 221815055 · Plan #002
- Total assets
- $70.4M
- Net assets
- $70.4M
- Active participants
- 495
- With balances
- 577
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
| Capitol Securities Management, Inc. CRD 14169 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $110,901 |
| Capitol Securities Mgmt. | Investment advisory (plan), Direct payment from the plan | $18,487 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |