J.F. Edwards Construction Co. 401(k) P/S Plan
Sponsored by J.F. Edwards Construction · EIN 362483432 · Plan #002
- Total assets
- $15.6M
- Net assets
- $15.6M
- Active participants
- 134
- With balances
- 170
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 |
|---|---|---|
| Goldman Sachs & Co. Llc CRD 361 | fuzzy_auto · 96% | 2024 |
| United Capital Financial Advisors, Llc CRD 134600 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Goldman Sachs | Investment advisory (plan), Other fees, Direct payment from the plan | $43,135 |
| Goldman Sachs. | Investment advisory (plan), Direct payment from the plan | $20,654 |
| Ascensus Llc | Recordkeeping fees, Other fees, Recordkeeping | $16,692 |
| Anderson, Lower, Whitlow, Pc | Accounting, Direct payment from the plan | $13,506 |
| United Capital Financial Advs Llc | Investment advisory (plan), Direct payment from the plan | $11,282 |
| United Capital Financial. | Investment advisory (plan), Direct payment from the plan | $9,372 |