AUMdb

Jamestown Companies Retirement Plan

Sponsored by Jamestown Metal Marine Sales, Inc. · EIN 112311182 · Plan #001

Total assets
$13.7M
Net assets
$13.7M
Active participants
312
With balances
655

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
Bank Of America Na Investment advisory (plan) $45,691
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $43,271
Florida Retirement Cons Recordkeeping, Participant loan processing, Recordkeeping fees $8,600