Jorgensen & Sons, Inc. 401(k) Retirement Plan
Sponsored by Jorgensen And Sons Inc · EIN 941477041 · Plan #002
- Total assets
- $4.3M
- Net assets
- $4.3M
- Active participants
- 135
- With balances
- 110
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 |
|---|---|---|
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James Financial Services | Investment advisory (plan), Investment management fees (indirect) | $22,272 |
| Nationwide | Recordkeeping, Recordkeeping fees | $20,718 |
| Nationwide | Investment advisory (participants) | $20,718 |
| Nexus Administrators | Contract administrator | $15,737 |