Larson Juhl Retirement Investment Plan
Sponsored by Larson Juhl Us Llc · EIN 582398627 · Plan #001
- Total assets
- $37.3M
- Net assets
- $37.3M
- Active participants
- 253
- With balances
- 475
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 |
|---|---|---|
| Investment Research & Advisory Group, Inc. CRD 126246 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Investment Research & Advisory | Investment advisory (plan) | $36,962 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $31,832 |