J.S. Helwig & Son, Llc 401(k) Plan
Sponsored by J.S. Helwig & Son, Llc · EIN 204068122 · Plan #002
- Total assets
- $2.1M
- Net assets
- $2.1M
- Active participants
- 371
- With balances
- 133
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 |
|---|---|---|
| Bokf, Na | Custodial (securities), Trustee (institutional), Trustee (directed) | $2,163 |