AUMdb

Jm Eagle Employees' Pension Plan

Sponsored by J M Manufacturing Co., Inc · EIN 840895616 · Plan #002

Total assets
$30.6M
Net assets
$30.6M
Active participants
1,486
With balances
1,658

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Automatic enrollment, Default investment account (QDIA)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
World Investment Advisors, Llc CRD 208512 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Contract administrator, Recordkeeping fees, Recordkeeping $4,737
World Investment Advisors Llc Investment advisory (plan) $3,043
Pensionmark Financial Group Llc Investment advisory (plan) $3,043
Farber Hass Hurley Llp Other fees $2,000
Fredrickson And Byron Pa Other fees $949