John S. James Co. 401(k) Retirement Plan
Sponsored by John S. James Co. · EIN 581276963 · Plan #001
- Total assets
- $10.7M
- Net assets
- $10.7M
- Active participants
- 154
- With balances
- 172
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Hancock Askew & Co., Llp | Accounting | $17,800 |
| Leafhouse Financial Advisors Llc | Investment advisory (plan) | $5,455 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $3,010 |