AUMdb

Condon Johnson & Associates, Inc. 401(k) Profit Sharing Plan

Sponsored by Condon Johnson & Associates, Inc. · EIN 942248694 · Plan #005

Total assets
$41.4M
Net assets
$41.4M
Active participants
127
With balances
155

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
Statheros Financial Solutions, Inc. CRD 306217 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Statheros Financial Solutions, Inc. Investment advisory (plan), Direct payment from the plan $25,079