AUMdb

J & B Importers, Inc., Retirement/ Profit Sharing Plan

Sponsored by J & B Importers, Inc. · EIN 591378517 · Plan #001

Total assets
$47.4M
Net assets
$47.4M
Active participants
255
With balances
250

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
De La Hoz, Perez & Barbe Accounting, Direct payment from the plan $20,000
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $9,248
Usi Securities Inc Other services, Other commissions, Other fees $0