AUMdb

Jma Wireless 401 K Plan

Sponsored by John Mezzalingua Associates Llc D/B · EIN 900913004 · Plan #001

Total assets
$45.5M
Net assets
$45.5M
Active participants
537
With balances
730

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
Voya Retirement Advisors, Llc CRD 3989 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Voya Retirement Insurance & Annuity Other fees $18,137
Voya Retirement Advisors Investment advisory (participants) $586
Morningstar Investment advisory (plan) $0