Jerry's Enterprises Inc Employee's Profit Sharing 401(k) Plan
Sponsored by Jerrys Enterprises Inc. · EIN 410834686 · Plan #001
- Total assets
- $49.5M
- Net assets
- $49.5M
- Active participants
- 540
- With balances
- 377
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 |
|---|---|---|
| Prime Capital Investment Advisors, Llc CRD 288712 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Prime Capital Investment Advis | Investment advisory (plan), Consulting fees | $46,309 |
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $44,031 |