AUMdb

Jnd Holdings, Inc. 401(k) Profit Sharing Plan

Sponsored by Jnd Holdings, Inc. · EIN 811397745 · Plan #001

Total assets
$11.5M
Net assets
$11.5M
Active participants
400
With balances
206

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
Usi Advisors, Inc. CRD 108113 deterministic · 100% 2024
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 O Recordkeeping fees $35,129
Usi Advisors Inc Investment advisory (plan) $26,000
Empower Advisory Group, Llc Investment management $7,250