Jordan Carriers, Inc. Employees Savings Trust
Sponsored by Jordan Carriers, Inc. · EIN 640817788 · Plan #002
- Total assets
- $5.7M
- Net assets
- $5.7M
- Active participants
- 535
- With balances
- 165
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward Jones | Investment advisory (plan) | $14,231 |
| John Hancock | Recordkeeping, Float revenue, Recordkeeping fees | $11,143 |