Jottan, Inc. Retirement Savings Plan
Sponsored by Jottan, Inc. · EIN 222768915 · Plan #001
- Total assets
- $12.1M
- Net assets
- $12.1M
- Active participants
- 80
- With balances
- 142
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial Corporation | Investment advisory (plan) | $33,157 |
| Torrillo & Associates Llc | Accounting | $20,607 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $15,308 |
| Dunbar, Bender And Zapf, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $11,650 |
| Tag Resources, Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $11,055 |