AUMdb

Saint Joe Distributing 401(k) Plan

Sponsored by St. Joseph Tobacco Co., Llc Dba Saint Joe Distributing · EIN 440565944 · Plan #001

Total assets
$2.8M
Net assets
$2.8M
Active participants
101
With balances
123

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
Commerce Bank Investment advisory (plan) $12,207
Futureplan By Ascensus Recordkeeping, Participant loan processing, Recordkeeping fees $720
Transamerica Life Insurance Co. Recordkeeping, Participant loan processing, Investment management fees (indirect) $113