Joe Jurgielewicz & Son, Ltd., Et Al 401(k) Plan
Sponsored by Joe Jurgielewicz & Son, Ltd · EIN 222620649 · Plan #001 · Hamburg, PA
- Total assets
- $7.7M
- Net assets
- $7.7M
- Active participants
- 240
- With balances
- 183
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 |
|---|---|---|
| Northeast Financial Group, Inc. CRD 122609 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Northeast Financial Group | Recordkeeping, Investment management | $25,819 |