Tok America 401(k) Savings Plan
Sponsored by Tokyo Ohka Kogyo America, Inc. · EIN 931002264 · Plan #001
- Total assets
- $10.8M
- Net assets
- $10.8M
- Active participants
- 124
- With balances
- 169
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 |
|---|---|---|
| Opportunus Wealth Management, Llc CRD 300141 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $27,801 |
| Opportunus Wealth Management Llc | Investment advisory (plan) | $23,982 |