J.R. Balsan, Inc. Retirement Savings Plan
Sponsored by J.R. Balsan, Inc. Dba Johnstone Supply · EIN 232809095 · Plan #001
- Total assets
- $10.4M
- Net assets
- $10.4M
- Active participants
- 177
- With balances
- 136
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 |
|---|---|---|
| Ironview Capital Management, Llc CRD 150250 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $18,342 |
| Ironview Capital Management Llc | Investment advisory (plan), Direct payment from the plan | $13,221 |