AUMdb

Naturalawn Of America, Inc 401(k) Profit Sharing Plan And Trust

Sponsored by Naturalawn Of America, Inc. · EIN 521720695 · Plan #001

Total assets
$3.7M
Net assets
$3.7M
Active participants
103
With balances
152

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 · 99% 2024

Service providers

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

Provider Services Direct comp
Edward D. Jones & Co., L.P. Investment advisory (participants) $8,859
John Hancock Life Insurance Co. Recordkeeping $4,140
Wilshire Associates, Inc. Investment advisory (participants) $709
John Hancock Life Insurance Co. Other insurance wrap fees, Recordkeeping, Investment management $0