Jp Express Service 401(k) Plan
Sponsored by Jp Express Service Inc. · EIN 113198872 · Plan #001
- Total assets
- $8.9M
- Net assets
- $8.9M
- Active participants
- 266
- With balances
- 288
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 |
|---|---|---|
| Wells Fargo Advisors Financial Network, Llc CRD 11025 | fuzzy_auto · 96% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $31,906 |
| Associated Pension Consultants | Contract administrator, Direct payment from the plan, Other services | $5,460 |
| Wells Fargo Advisors Fin Network | Investment advisory (plan), Other fees | $0 |
| Voya Retirement Insurance And Annui | Investment advisory (participants) | $0 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |