Jack Schroeder And Associates, Llc 401 (K) Plan
Sponsored by Jack Schroeder And Associates, Llc · EIN 391460915 · Plan #001
- Total assets
- $6.1M
- Net assets
- $6.1M
- Active participants
- 98
- With balances
- 116
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 |
|---|---|---|
| Voya Retirement Insurance & Annuity | Recordkeeping fees | $27,274 |
| Hawkins Ash Cpas | Accounting | $12,500 |
| Woodbury Financial Services Inc | Other fees | $0 |