Jurgensen Companies Salaried Retirement Plan
Sponsored by John R. Jurgensen & Associated Companies · EIN 310578656 · Plan #002
- Total assets
- $67.6M
- Net assets
- $67.6M
- Active participants
- 185
- With balances
- 224
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $48,056 |
| Cerity Partners Llc | Consulting (general) | $31,622 |