Jorns & Associates Llc 401(k) Plan
Sponsored by Jorns & Associates Llc · EIN 871515525 · Plan #001
- Total assets
- $1.6M
- Net assets
- $1.6M
- Active participants
- 40
- With balances
- 97
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $8,024 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $7,902 |
| Pai | Contract administrator, Recordkeeping, Recordkeeping fees | $1,997 |