J.M. Wilson Corporation Savings Plan
Sponsored by J.M. Wilson Corporation · EIN 381178100 · Plan #001
- Total assets
- $15.4M
- Net assets
- $15.4M
- Active participants
- 142
- With balances
- 181
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 |
|---|---|---|
| Mercer Global Advisors Inc. CRD 147363 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Usa | Recordkeeping, Investment management, Shareholder servicing fees | $2,630 |
| Mercer Global Advisors Inc. | Investment advisory (participants) | $0 |