L. F. Jennings, Inc. Profit Sharing Plan
Sponsored by L F Jennings Inc. · EIN 540545845 · Plan #001
- Total assets
- $86.0M
- Net assets
- $86.0M
- Active participants
- 331
- With balances
- 416
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners, Llc | Investment advisory (participants), Investment advisory (plan) | $91,078 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $40,375 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $8,223 |