AUMdb

Jh Bennett, Inc. 401(k) Profit Sharing Plan

Sponsored by Jh Bennett, Inc. · EIN 231687562 · Plan #001

Total assets
$7.1M
Net assets
$7.1M
Active participants
192
With balances
124

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
Ameriprise Financial Services, Llc CRD 6363 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Ameriprise Financial Services Investment advisory (participants) $26,699
John Hancock Life Insurance Company Recordkeeping, Investment management, Shareholder servicing fees $1,406