Dave Jones, Llc 401(k) Plan
Sponsored by Dave Jones, Llc. · EIN 391331145 · Plan #001
- Total assets
- $37.5M
- Net assets
- $37.5M
- Active participants
- 604
- With balances
- 709
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $91,950 |
| First Business Bank | Investment advisory (plan) | $60,171 |
| Empower Advisory Group, Llc | Investment management | $9,832 |
| Empower Financial Services, Inc. | Securities brokerage | $119 |
| Empower Financial Services, Inc. | Shareholder servicing fees | $0 |