Just Kids 401(k) Plan
Sponsored by Cam Held Enterprises, Inc. · EIN 112540679 · Plan #001
- Total assets
- $15.6M
- Net assets
- $15.6M
- Active participants
- 670
- With balances
- 832
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Rockline Wealth Management Llc CRD 324004 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping fees | $39,184 |
| United Benefit Pensions Inc | Contract administrator | $19,779 |
| Rockline Wealth Management Llc | Investment advisory (plan) | $16,500 |
| Empower Life & Annuity Insurance | Recordkeeping fees | $235 |