AUMdb

Jensen's Complete Shopping, Inc. 401(k) Retirement Savings Plan

Sponsored by Jensen's Complete Shopping, Inc. · EIN 952260279 · Plan #003

Total assets
$7.6M
Net assets
$7.6M
Active participants
233
With balances
106

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
Sageview Advisory Group Llc Legal $25,000
John Hancock Retirement Plan Servic Recordkeeping, Investment management, Shareholder servicing fees $24,987
Actuarial Benefits Corp. Other services, Other fees $14,295