Johnson & Bell, Ltd. 401(k) Profit Sharing Plan
Sponsored by Johnson & Bell, Ltd. · EIN 362837644 · Plan #001
- Total assets
- $110M
- Net assets
- $110M
- Active participants
- 165
- With balances
- 234
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James & Associates, Inc. | Investment advisory (plan) | $99,998 |
| Capital Group Retirement Plan Servi | Recordkeeping fees | $21,464 |
| Shore Tompkins Actuarial Resources | Contract administrator, Consulting fees | $18,586 |
| Sikich, Llp | Accounting | $14,900 |