AUMdb

Johnson, Mirmiran & Thompson Esop And 401(k) Retirement Savings Plan And Trust

Sponsored by Johnson, Mirmiran & Thompson, Inc. · EIN 520963531 · Plan #001

Total assets
$493M
Net assets
$493M
Active participants
2,359
With balances
2,936

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
Onedigital Investment Advisors Llc CRD 106766 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 $230,649
Onedigital Investment Advisors Investment advisory (plan), Direct payment from the plan $79,737