Jde 401(k) Retirement Plan
Sponsored by Jones & Demille Engineering, Inc · EIN 870377962 · Plan #001
- Total assets
- $10.6M
- Net assets
- $10.6M
- Active participants
- 152
- With balances
- 168
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Acec Retirement Trust | Other fees | $7,800 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $6,198 |
| Resources Investment Advisors, Inc. | Recordkeeping, Trustee (institutional), Other services | $5,128 |
| Empower Advisory Group, Llc | Investment management | $4,764 |
| Empower Advisory Group, Llc | Recordkeeping fees | $621 |