AUMdb

The Neil Jones Food Company 401(k) Plan

Sponsored by The Neil Jones Food Company · EIN 930238209 · Plan #003

Total assets
$29.8M
Net assets
$29.8M
Active participants
289
With balances
241

Plan year beginning 01/01/2024 · 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
Morgan Stanley Smith Barney Recordkeeping, Trustee (institutional), Other services $15,452
Adp, Inc. Recordkeeping, Direct payment from the plan, Recordkeeping fees $9,477
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees, Other services $0