AUMdb

Daikin America, Inc. 401(k) Savings And Retirement Plan

Sponsored by Daikin America, Inc · EIN 631038060 · Plan #001

Total assets
$192M
Net assets
$192M
Active participants
534
With balances
665

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
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
John Hancock Retirement Servic Recordkeeping, Participant loan processing, Float revenue $95,493
Morgan Stanley Smith Barney Llc Investment advisory (plan), Direct payment from the plan, Other investment fees and expenses $77,550
Eisneramper Llp Accounting $38,493
Cbiz, Inc. Investment advisory (plan) $16,350