AUMdb

Jaeckle Wholesale, Inc. 401(k) Savings Plan

Sponsored by Jaeckle Wholesale, Inc · EIN 390987893 · Plan #001

Total assets
$11.1M
Net assets
$11.1M
Active participants
107
With balances
127

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
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $1,569
Harbour Investments Inc Other commissions $0