Jn White Associates Inc Profit Sharing Plan
Sponsored by J.N. White Associates, Inc. · EIN 161068988 · Plan #002
- Total assets
- $10.8M
- Net assets
- $10.8M
- Active participants
- 106
- With balances
- 118
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 |
|---|---|---|
| Modern Wealth Holdings Llc | Investment advisory (plan), Contract administrator | $22,848 |
| Empower Life & Annuity Insurance Co | Recordkeeping fees | $14,504 |
| Lpl Financial | Investment advisory (plan) | $6,533 |
| Bia Consulting Llc | Contract administrator | $93 |
| Hartman Consulting, Llc | Contract administrator | $70 |