J. H. Fletcher & Co. Employees Profit Sharing Plan
Sponsored by J. H. Fletcher & Co. · EIN 550455959 · Plan #001
- Total assets
- $62.5M
- Net assets
- $62.3M
- Active participants
- 323
- With balances
- 334
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 |
|---|---|---|
| Wellth Advisory Services, Llc | Investment management fees (direct) | $24,473 |
| Actuarial Benefits & Design Co., In | Recordkeeping, Consulting (pension), Direct payment from the plan | $15,828 |
| John Hancock Usa | Recordkeeping | $5,954 |
| Hess Stewart & Campbell | Accounting | $0 |