AUMdb

Johnson Welded Products, Inc. 401(k) Profit Sharing Plan

Sponsored by Trulil,Inc. · EIN 341045830 · Plan #001

Total assets
$1.2M
Net assets
$1.2M
Active participants
0
With balances
123

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $77,055
Morgan Stanley Smith Barney Llc Securities brokerage, Direct payment from the plan, Other investment fees and expenses $54,480
Clark Schaefer Hacket & Company Recordkeeping, Participant loan processing, Recordkeeping fees $1,200
Morgan Stanley Smith Barney Insurance agents and brokers, Insurance services, Insurance brokerage commissions $0