401k Plan data: VONTOBEL ASSET MANAGEMENT, INC. 401(K) SAVINGS PLAN plan

VONTOBEL ASSET MANAGEMENT, INC. 401(K) SAVINGS PLAN 401k Plan overview

Plan Name	VONTOBEL ASSET MANAGEMENT, INC. 401(K) SAVINGS PLAN
Plan identification number	002

VONTOBEL ASSET MANAGEMENT, INC. 401(K) SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

VONTOBEL ASSET MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name: VONTOBEL ASSET MANAGEMENT, INC.

Employer identification number (EIN): 133223264

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VONTOBEL ASSET MANAGEMENT, INC. 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2024-01-01 MIKA KISHIMOTO
002 2023-01-01 MIKA KISHIMOTO 2024-10-07
002 2022-01-01 MARGARET MCGOVERN 2023-10-03
002 2021-01-01 MARGARET MCGOVERN 2022-10-13
002 2021-01-01 MARGARET MCGOVERN 2022-10-13
002 2020-01-01 MARGARET MCGOVERN 2021-10-12
002 2019-01-01 MARGARET MCGOVERN 2020-10-15
002 2018-01-01 MARGARET MCGOVERN 2019-10-01
002 2017-01-01 MARGARET MCGOVERN 2018-10-13
002 2016-01-01 MARGARET MCGOVERN 2017-10-11
002 2015-01-01 MARGARET MCGOVERN 2016-07-27
002 2013-01-01 PEG MCGOVERN 2014-07-14
002 2012-01-01 FREDY NYFFELER 2013-07-16
002 2011-01-01 FREDY NYFFELER 2012-07-11
002 2010-01-01 FREDY NYFFELER 2011-07-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2024-01-01	MIKA KISHIMOTO
002	2023-01-01	MIKA KISHIMOTO	2024-10-07
002	2022-01-01	MARGARET MCGOVERN	2023-10-03
002	2021-01-01	MARGARET MCGOVERN	2022-10-13
002	2021-01-01	MARGARET MCGOVERN	2022-10-13
002	2020-01-01	MARGARET MCGOVERN	2021-10-12
002	2019-01-01	MARGARET MCGOVERN	2020-10-15
002	2018-01-01	MARGARET MCGOVERN	2019-10-01
002	2017-01-01	MARGARET MCGOVERN	2018-10-13
002	2016-01-01	MARGARET MCGOVERN	2017-10-11
002	2015-01-01	MARGARET MCGOVERN	2016-07-27
002	2013-01-01	PEG MCGOVERN	2014-07-14
002	2012-01-01	FREDY NYFFELER	2013-07-16
002	2011-01-01	FREDY NYFFELER	2012-07-11
002	2010-01-01	FREDY NYFFELER	2011-07-28

Plan Statistics for VONTOBEL ASSET MANAGEMENT, INC. 401(K) SAVINGS PLAN

401k plan membership statisitcs for VONTOBEL ASSET MANAGEMENT, INC. 401(K) SAVINGS PLAN

Measure Date Value
2024: VONTOBEL ASSET MANAGEMENT, INC. 401(K) SAVINGS PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-10-07 114
Total number of particpants at end of year 2024-10-07 129
Number of Participants With Account Balances 2024-10-07 123

Measure	Date	Value
2024: VONTOBEL ASSET MANAGEMENT, INC. 401(K) SAVINGS PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-10-07	114
Total number of particpants at end of year	2024-10-07	129
Number of Participants With Account Balances	2024-10-07	123

Financial Data on VONTOBEL ASSET MANAGEMENT, INC. 401(K) SAVINGS PLAN

Measure	Date	Value
2024 : VONTOBEL ASSET MANAGEMENT, INC. 401(K) SAVINGS PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-10-07	6465573
Net assets as of the end of the plan year	2024-10-07	67848369
Total assets as of the beginning of the plan year	2024-10-07	59152591
Value of plan covered by a fidelity bond	2024-10-07	1000000
Participant contributions to plan in this plan year	2024-10-07	1578594
Value of participant loans at end of plan year	2024-10-07	313894
Other expenses paid from plan in this plan year	2024-10-07	0
Other contributions to plan in this plan year	2024-10-07	524289
Other income to plan in this plan year	2024-10-07	10787542
Plan net income in this plan year	2024-10-07	8695778
Net assets as of the end of the plan year	2024-10-07	67848369
Net assets as of the beginning of the plan year	2024-10-07	59152591
Employer contributions to plan in this plan year	2024-10-07	2270926
Expensese paid to adminstrative service provicers from plan in this plan year	2024-10-07	1295

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Company Name:	VONTOBEL ASSET MANAGEMENT, INC.
Employer identification number (EIN):	133223264
NAIC Classification:	523900