AUMdb

Jeffords Steel And Engineering Company 401(k) Profit Sharing Plan

Sponsored by Jeffords Steel And Specialty Company, Inc. · EIN 141668302 · Plan #001

Total assets
$11.2M
Net assets
$11.2M
Active participants
98
With balances
105

Plan year beginning 10/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Wells Fargo Clearing Services, Llc CRD 19616 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Wells Fargo Advisors Llc Investment advisory (plan) $10,288