Jse 401(k) Plan
Sponsored by Jordan & Skala Engineers, Inc. · EIN 581359120 · Plan #001
- Total assets
- $28.6M
- Net assets
- $28.6M
- Active participants
- 274
- With balances
- 365
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Onedigital | Investment management, Direct payment from the plan | $53,784 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $40,840 |
| Windham Brannon, Pc | Accounting, Direct payment from the plan | $14,750 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |