AUMdb

Johannes Leonardo, Llc 401(k) Retirement Plan And Trust

Sponsored by Johannes Leonardo, Llc · EIN 261250713 · Plan #001

Total assets
$12.2M
Net assets
$12.2M
Active participants
142
With balances
241

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
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $40,909