Jerry Leigh Of California, Inc. 401(k) Profit Sharing Plan
Sponsored by Jerry Leigh Of California, Inc. · EIN 953179026 · Plan #002
- Total assets
- $16.5M
- Net assets
- $16.5M
- Active participants
- 274
- With balances
- 385
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 |
|---|---|---|
| Advus Financial Partners, Llc CRD 311990 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Advus Financial Partners Llc | Investment advisory (plan), Direct payment from the plan | $28,675 |
| Ascensus Llc | Other fees, Participant loan processing, Recordkeeping fees | $19,638 |