AUMdb

J.F. Ahern Co. Profit Sharing And 401(k) Plan

Sponsored by J.F. Ahern Co. · EIN 390123200 · Plan #006

Total assets
$120M
Net assets
$120M
Active participants
738
With balances
912

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
Oneamerica Retirement Services Llc Recordkeeping, Participant loan processing, Participant communication $92,088
Robert W Baird & Company Inc Consulting (general), Insurance services, Insurance brokerage commissions $87,178
Grant Thornton Llp Accounting, Actuarial, Direct payment from the plan $15,578
Matrix Trust Company Custodial (securities), Trustee (institutional), Trustee (directed) $0