Elder Jones, Inc. 401(k) Profit Sharing Plan
Sponsored by Elder Jones, Inc. · EIN 410974888 · Plan #001
- Total assets
- $12.4M
- Net assets
- $12.4M
- Active participants
- 82
- With balances
- 115
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 |
|---|---|---|
| Abbey Street, Llc CRD 305107 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Abbey Street Llc | Investment advisory (plan), Direct payment from the plan | $34,504 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $27,756 |