Jake Marshall Service, Inc. 401(k) Profit Sharing Plan
Sponsored by Jake Marshall Service, Inc. · EIN 621212159 · Plan #002
- Total assets
- $9.1M
- Net assets
- $9.1M
- Active participants
- 110
- With balances
- 135
Plan year beginning 10/01/2024 · 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 |
|---|---|---|
| Raymond James Financial Services | Other fees | $0 |
| Morningstar | Investment advisory (plan) | $0 |