AUMdb

Jbc 401(k) Plan

Sponsored by Jbc Style Ny, Llc · EIN 261632925 · Plan #001

Total assets
$4.7M
Net assets
$4.7M
Active participants
138
With balances
114

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Merrill Lynch Pierce Fenner Smith Investment advisory (plan), Direct payment from the plan $21,893
Empower Life & Annuity Insurance Co Direct payment from the plan, Recordkeeping fees $14,323
The Benefit Practice Contract administrator, Direct payment from the plan $12,412
Empower Advisory Group, Llc Investment management, Direct payment from the plan $2,533