AUMdb

Johnson Brothers 401(k) Plan

Sponsored by Johnson Brothers Liquor Company · EIN 410810551 · Plan #001

Total assets
$337M
Net assets
$337M
Active participants
3,551
With balances
4,232

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
Advanced Capital Group, Inc. CRD 109673 deterministic · 100% 2024

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 $215,071
Advanced Capital Group Investment advisory (plan), Direct payment from the plan $29,887