Bard Optical 401(k) Profit Sharing Plan
Sponsored by J.A.K.Enterprises, Inc. · EIN 371101286 · Plan #003
- Total assets
- $10.2M
- Net assets
- $10.2M
- Active participants
- 140
- With balances
- 162
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Epic Retirement Plan Services | Recordkeeping, Participant communication | $4,393 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |