R.A. Jones & Co. Inc. Company Funded Defined Benefit Plan
Sponsored by R.A Jones & Co. Inc. · EIN 461783155 · Plan #003
- Total assets
- $12.6M
- Net assets
- $12.6M
- Active participants
- 59
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Pca Investment Advisory Services, Inc. CRD 123475 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ascensus Llc | Actuarial, Direct payment from the plan | $59,936 |
| Flagel Huber Flagel Cpas | Accounting, Direct payment from the plan | $14,500 |
| Pca Investment Advisory Services | Actuarial, Investment advisory (plan) | $7,884 |