AUMdb

Joy Construction Corp. 401 K Profit Sharing Plan And Trust

Sponsored by Joy Construction Corp. · EIN 133819494 · Plan #002

Total assets
$5.7M
Net assets
$5.7M
Active participants
136
With balances
113

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 fuzzy_auto · 93% 2024

Service providers

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

Provider Services Direct comp
Merrill Lynch Pierce Fenner & Smith Investment advisory (participants) $14,797
John Hancock New York Recordkeeping, Investment management, Shareholder servicing fees $1,461