Ron Jon Savings And Investment Plan
Sponsored by Ron Jon Surf Shop Of Fla., Inc. · EIN 591207389 · Plan #002
- Total assets
- $19.8M
- Net assets
- $19.8M
- Active participants
- 251
- With balances
- 137
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Mariner Institutional, Llc CRD 111964 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Advisory Group, Llc | Investment management | $3,209 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $2,165 |
| Mariner Institutional Llc | Investment advisory (plan) | $1,710 |