Autosoft Inc 401 K Profit Sharing Plan Trust
Sponsored by Autosoft Inc · EIN 251578532 · Plan #001
- Total assets
- $10.7M
- Net assets
- $10.7M
- Active participants
- 120
- With balances
- 205
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward Jones & Co. L P | Investment advisory (participants) | $21,846 |
| John Hancock Life Ins. Co. | Recordkeeping, Sub-transfer agency fees, Other insurance wrap fees | $4,525 |