J&M Family Management, Llc 401(k) Plan
Sponsored by J&M Family Management, Llc · EIN 263169829 · Plan #001
- Total assets
- $3.4M
- Net assets
- $3.4M
- Active participants
- 299
- With balances
- 129
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 |
|---|---|---|
| Rmr Capital Management Llc CRD 285334 | fuzzy_auto · 98% | 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 | $20,531 |
| Weaver And Tidwell | Accounting, Contract administrator, Direct payment from the plan | $18,375 |
| Rmb Capital Management, Llc | Investment advisory (plan), Other fees | $0 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |