Coe Distributing 401(k) Profit Sharing Plan
Sponsored by Jmjs, Inc. Dba Coe Distributing · EIN 271572756 · Plan #001
- Total assets
- $7.7M
- Net assets
- $7.7M
- Active participants
- 102
- With balances
- 140
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 |
|---|---|---|
| Dunbar, Bender & Zapf, Inc. | Contract administrator | $4,000 |
| Capital Group Retirement Plan Servi | Recordkeeping fees | $1,625 |