Jonah Energy 401(k) Plan
Sponsored by Jonah Energy, Llc · EIN 465193792 · Plan #001
- Total assets
- $47.5M
- Net assets
- $47.5M
- Active participants
- 154
- With balances
- 185
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $27,874 |
| Hunter Benefits Consulting Group | Other services, Other fees | $0 |
| Nova 401 K Associates | Other services, Other fees | $0 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |