Anthony L Jordan Health Center Inc Pre Tax Savings Plan
Sponsored by Anthony L Jordan Health Center Inc · EIN 160977295 · Plan #001
- Total assets
- $13.2M
- Net assets
- $13.2M
- Active participants
- 219
- With balances
- 303
Plan year beginning 01/01/2024 · Profit-sharing, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Alesco Advisors, Llc, An Esl Company CRD 339091 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benefit Plans Admin Services | Investment advisory (participants), Custodial (securities), Distribution (12b-1) fees | $60,823 |
| Alesco Advisors Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $48,930 |