Curt G. Joa, Inc. Employees Trust Fund
Sponsored by Curt G. Joa, Inc. · EIN 390376520 · Plan #001
- Total assets
- $83.3M
- Net assets
- $83.3M
- Active participants
- 266
- With balances
- 380
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 |
|---|---|---|
| Francis Llc CRD 130687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Francis Llc | Investment advisory (plan) | $78,000 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $37,402 |