AUMdb

J.W. Speaker Corporation 401 (K) Plan

Sponsored by J.W. Speaker Corporation · EIN 390626040 · Plan #001

Total assets
$48.7M
Net assets
$48.7M
Active participants
471
With balances
595

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
Oneamerica Retirement Services Llc Recordkeeping, Participant loan processing, Participant communication $72,191
Matrix Trust Company Custodial (securities), Trustee (institutional), Trustee (directed) $0