Yankee Spirits, Inc 401(k) Profit Sharing Plan
Sponsored by Yankee Spirits, Inc. · EIN 030500530 · Plan #001 · Sturbridge, MA
- Total assets
- $5.2M
- Net assets
- $5.2M
- Active participants
- 204
- With balances
- 199
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 |
|---|---|---|
| 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 |
|---|---|---|
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $24,470 |
| Edward D. Jones & Co., L.P. | Investment advisory (participants) | $16,500 |