AUMdb

Jeffrey Chain, L.P. 401(k) Retirement Savings Plan

Sponsored by Jeffrey Chain, L.P. · EIN 364064692 · Plan #001

Total assets
$12.2M
Net assets
$12.2M
Active participants
215
With balances
222

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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $6,569
First Horizon Advisors Inc Other services, Other commissions $0