Jonti Craft, Inc. 401(k) Retirement Savings Plan
Sponsored by Jonti Craft, Inc. · EIN 411363704 · Plan #001
- Total assets
- $9.8M
- Net assets
- $9.8M
- Active participants
- 163
- With balances
- 110
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Advisory Services Llc | Investment advisory (plan) | $29,088 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $24,663 |