Aisin Retirement Security Plan
Sponsored by Aisin Holdings Of America, Inc. · EIN 952661290 · Plan #001
- Total assets
- $571M
- Net assets
- $571M
- Active participants
- 10,324
- With balances
- 9,597
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Creative Planning Institutional Advisors, Llc, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $540,713 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $194,771 |
| Sageview Advisory Group, Llc | Investment advisory (participants) | $68,912 |
| Blue & Co. Llc | Accounting | $17,500 |