B. Frank Joy, Llc Retirement Retirement Plan
Sponsored by B. Frank Joy Llc · EIN 522267302 · Plan #001
- Total assets
- $5.3M
- Net assets
- $5.3M
- Active participants
- 106
- With balances
- 182
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 |
|---|---|---|
| The Capital Group Investment Advisors Inc CRD 129615 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $48,436 |
| The Capital Group Investment Adviso | Investment advisory (participants), Investment advisory (plan) | $14,089 |