AUMdb

J & J Exterminating Co., Inc. 401(k) Ps Plan

Sponsored by J & J Exterminating Co., Inc. · EIN 721088620 · Plan #001

Total assets
$8.1M
Net assets
$8.1M
Active participants
317
With balances
460

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
Raymond James Financial Services Advisors, Inc CRD 149018 fuzzy_auto · 93% 2024
Ameriprise Financial Services, Llc CRD 6363 fuzzy_auto · 96% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Ascensus Llc Recordkeeping fees, Other fees, Recordkeeping $37,325
Raymond James Financial. Investment advisory (plan), Direct payment from the plan $20,362
Ameriprise Financial Investment advisory (plan), Direct payment from the plan $16,292