Jr & Co., Inc. Employees Savings Trust
Sponsored by Jr & Co., Inc. · EIN 710871020 · Plan #001
- Total assets
- $4.2M
- Net assets
- $4.2M
- Active participants
- 271
- With balances
- 123
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 |
|---|---|---|
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $2,510 |