AUMdb

Jti Electrical Instrumentation 401(k) Retirement Plan

Sponsored by Jti Electrical & Instrumentation, Llc · EIN 800927449 · Plan #001

Total assets
$7.8M
Net assets
$7.8M
Active participants
324
With balances
246

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
Barnes Wealth Management Group, Inc. CRD 132189 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Barnes Wealth Management Group, Inc Investment advisory (plan), Investment management fees (direct) $32,151
Transamerica Life Insurance Company Recordkeeping, Participant loan processing, Investment management fees (indirect) $7,094