Jim S. Adler & Assoc. 401(k) Retirement Plan
Sponsored by Jim S. Adler & Associates · EIN 742122055 · Plan #001
- Total assets
- $22.6M
- Net assets
- $22.6M
- Active participants
- 274
- With balances
- 357
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 |
|---|---|---|
| Ascensus Llc | Other fees, Participant loan processing, Recordkeeping | $17,025 |
| Leafhouse Financial Advisors | Investment advisory (plan), Direct payment from the plan | $9,899 |