AUMdb

Janicki Retirement Plan

Sponsored by Janicki Industries, Inc. · EIN 911653257 · Plan #001

Total assets
$82.2M
Net assets
$82.2M
Active participants
1,507
With balances
1,774

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
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 99% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $150,016
Larson Gross Accounting, Direct payment from the plan $16,900
Janicki Industries Trustee (institutional), Other fees $0
Morningstar Investment Management L Investment advisory (participants), Consulting fees $0