AUMdb

Takara Bio Usa, Inc. 401(k) Profit Sharing Plan

Sponsored by Takara Bio, Usa, Inc. · EIN 770035190 · Plan #002

Total assets
$67.1M
Net assets
$67.1M
Active participants
240
With balances
403

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
Raymond James & Associates, Inc. CRD 705 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Raymond James & Associates Inc Investment advisory (plan) $30,000
Metz & Associates Pllc Accounting $10,750
Empower Annuity Insurance Company O Recordkeeping fees $1,656