Jerrys Enterprises, Inc. Union Employee's 401(k) Plan
Sponsored by Jerrys Enterprises, Inc. · EIN 410834686 · Plan #002
- Total assets
- $44.9M
- Net assets
- $44.9M
- Active participants
- 1,394
- With balances
- 1,152
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 |
|---|---|---|
| Prime Capital Investment Advisors, Llc CRD 288712 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $58,594 |
| Prime Capital Investment Advisors | Investment advisory (plan), Consulting fees | $31,986 |
| Miller Welle Heiser | Accounting, Direct payment from the plan | $7,950 |