Jeffer Mangels Butler & Mitchell Llp Profit Sharing And 401(k) Plan
Sponsored by Jeffer Mangels Butler & Mitchell Llp · EIN 953669194 · Plan #003
- Total assets
- $151M
- Net assets
- $151M
- Active participants
- 180
- With balances
- 227
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 |
|---|---|---|
| Twin Peaks Wealth Advisors, Llc CRD 323817 | deterministic · 100% | 2024 |
| Ferguson Wellman Capital Management, Inc. CRD 104692 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Graystone Consulting | Consulting (general), Direct payment from the plan | $81,055 |
| Lincoln National Corporation | Contract administrator | $54,189 |
| Twin Peaks Wealth Advisors Llc | Investment advisory (participants) | $6,078 |
| Ferguson Wellman Capital Management | Investment advisory (participants) | $513 |
| Charles Schwab & Co., Inc. | Insurance agents and brokers | $161 |