J. B. Coxwell Contracting, Inc. 401(k) Plan And Trust
Sponsored by J.B. Coxwell Contracting, Inc. · EIN 593666875 · Plan #001
- Total assets
- $17.8M
- Net assets
- $17.8M
- Active participants
- 291
- With balances
- 339
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 |
|---|---|---|
| Mai Capital Management, Llc CRD 109807 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mai Capital Management Llc | Investment advisory (participants) | $49,218 |
| Wilshire Associates Inc | Investment advisory (participants) | $3,281 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $2,850 |