AUMdb

L.E. Jones Company 401(k) Plan

Sponsored by L.E. Jones Company · EIN 381359401 · Plan #003

Total assets
$46.9M
Net assets
$46.9M
Active participants
379
With balances
515

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
Nicolet National Bank Investment advisory (plan) $86,291
John Hancock Retirement Plan Svcs Recordkeeping, Investment advisory (plan), Participant loan processing $66,354