AUMdb

Arizon Companies Retirement Plan

Sponsored by Johnson Heater Corp · EIN 431497593 · Plan #001

Total assets
$6.8M
Net assets
$6.8M
Active participants
305
With balances
297

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
Rt Jones Capital Equities Mgmt Inc Investment advisory (participants), Investment advisory (plan), Investment management $7,827
American United Life Insurance Co Recordkeeping, Participant loan processing, Direct payment from the plan $5,679
First Heartland Cnsltnts Consulting (general), Consulting fees $0