Recon 401 K Plan
Sponsored by Recon Management Services Inc. · EIN 721290983 · Plan #001
- Total assets
- $60.7M
- Net assets
- $60.7M
- Active participants
- 680
- With balances
- 841
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 |
|---|---|---|
| Pronvest, Llc Dba Future Capital CRD 119081 | deterministic · 100% | 2024 |
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Future Capital | Investment advisory (participants), Direct payment from the plan, Investment management fees (direct) | $101,023 |
| Edward D Jones And Co | Investment advisory (participants), Investment advisory (plan), Investment management | $83,966 |
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Direct payment from the plan | $17,608 |