Joe Daniels Construction Company, Inc. Retirement Plan
Sponsored by Joe Daniels Construction Company, Inc. · EIN 391187059 · Plan #002
- Total assets
- $40.0M
- Net assets
- $40.0M
- Active participants
- 80
- With balances
- 118
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 |
|---|---|---|
| Oneamerica Retirement Services Llc | Recordkeeping, Copying and duplicating, Participant communication | $39,169 |
| Vrakas Advisors | Accounting, Direct payment from the plan | $12,870 |
| Oneamerica Investment Advisory Svcs | Investment management, Investment management fees (direct) | $11,968 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |