Koley Jessen P.C. 401(k) Plan
Sponsored by Koley Jessen P.C., L.L.O. · EIN 470712652 · Plan #001
- Total assets
- $62.0M
- Net assets
- $62.0M
- Active participants
- 213
- With balances
- 263
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 |
|---|---|---|
| Hub Investment Advisors | Investment advisory (plan) | $25,000 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $19,621 |
| Lutz & Company | Accounting | $19,500 |
| Ascensus Holdings Dba Futureplan | Contract administrator | $18,205 |