AUMdb

Johnson Storage & Moving 401(k) Plan

Sponsored by Johnson Storage & Moving Company Holding Llc · EIN 830313972 · Plan #003

Total assets
$2.6M
Net assets
$2.6M
Active participants
236
With balances
144

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
Traverse Planning Investment advisory (participants), Investment advisory (plan) $17,211
Alliance Benefit Group Rm Recordkeeping, Participant loan processing, Recordkeeping fees $10,672