Rakuten Usa 401(k) Plan
Sponsored by Rakuten Usa · EIN 943377047 · Plan #001
- Total assets
- $311M
- Net assets
- $311M
- Active participants
- 1,567
- With balances
- 2,811
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 |
|---|---|---|
| Newfront Retirement Services, Inc. CRD 167641 | 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 | $123,169 |
| Newfront Retirement Services Inc | Investment advisory (plan) | $100,000 |
| The Angell Pension Group, Inc. | Plan administrator | $27,928 |
| Moss Adams Llp | Accounting | $25,725 |