AUMdb

Jjf Management Services Inc. 401 K Plan

Sponsored by Jjf Management Services Inc. · EIN 521044196 · Plan #001

Total assets
$65.5M
Net assets
$65.5M
Active participants
1,677
With balances
2,128

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
Oneamerica Securities, Inc. CRD 4173 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Oneamerica Retirement Services, Llc Recordkeeping, Participant loan processing, Participant communication $196,636
Oneamerica Securities, Inc. Investment advisory (plan), Investment management fees (direct) $41,546