Jones Walker Llp Profit Sharing Retirement Plan
Sponsored by Jones Walker Llp · EIN 720445111 · Plan #001
- Total assets
- $474M
- Net assets
- $474M
- Active participants
- 646
- With balances
- 754
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Advisory Services, Llc | Investment advisory (plan) | $66,212 |
| Bourgeois Bennett Llc | Accounting | $16,250 |
| Houston Benefit Consulting, Llc | Consulting (general) | $12,000 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$66,598 |