J.D. Steel Co., Inc. Employee Stock Ownership Plan
Sponsored by J.D. Steel Co., Inc. · EIN 860226433 · Plan #004
- Total assets
- $49.4M
- Net assets
- $44.0M
- Active participants
- 161
- With balances
- 323
Plan year beginning 01/01/2024 · Profit-sharing, Stock bonus
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Acropolis Investment Management, L.L.C. CRD 121307 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Acropolis Investment Management | Investment advisory (plan), Securities brokerage commissions | $21,596 |
| Campbell Taylor Washburn | Accounting, Direct payment from the plan | $21,000 |
| Ascensus | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $15,178 |
| Acclaro Advisors | Valuation, Direct payment from the plan | $12,000 |