The Terumo Retirement Plan
Sponsored by Terumo Americas Holding Inc. · EIN 341112331 · Plan #001
- Total assets
- $58.0M
- Net assets
- $58.0M
- Active participants
- 459
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Aon Investments Usa Inc. CRD 105596 | deterministic · 100% | 2024 |
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aon Consulting | Actuarial, Consulting (pension), Direct payment from the plan | $306,303 |
| Aon Investments Usa, Inc. | Investment management, Direct payment from the plan | $107,469 |
| Bank Of New York Mellon | Trustee (institutional), Direct payment from the plan | $53,254 |
| Capfinancial Partners, Llc | Investment advisory (plan), Direct payment from the plan | $51,875 |
| Eisneramper Llp | Accounting, Direct payment from the plan | $37,650 |
| Ballard Spahr, Llp | Legal, Direct payment from the plan | $6,223 |