Jim Ellis Atlanta, Inc. 401(k) Plan
Sponsored by Jim Ellis Atlanta, Inc. · EIN 581500444 · Plan #001
- Total assets
- $62.4M
- Net assets
- $62.4M
- Active participants
- 1,353
- With balances
- 1,520
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $97,015 |
| Onedigital Investment Advisors | Investment advisory (plan) | $67,467 |
| Futureplan By Ascensus | Recordkeeping, Participant loan processing, Recordkeeping fees | $54,750 |
| Ross Lane & Company Llc | Accounting | $14,750 |
| Transamerica Trust Company | Trustee (institutional) | $167 |