Roy Jorgensen Associates, Inc. Retirement Plan
Sponsored by Roy Jorgensen Associates, Inc. · EIN 520850711 · Plan #001 · Buckeystown, MD
- Total assets
- $35.4M
- Net assets
- $35.4M
- Active participants
- 1,109
- With balances
- 1,345
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 |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $2,168 |
| Morgan Stanley Smith Barney | Other commissions | $0 |