J.M. Equipment Company, Inc., Profit Sharing 401(k) Plan
Sponsored by J.M. Equipment Company, Inc. · EIN 940693960 · Plan #001
- Total assets
- $16.8M
- Net assets
- $16.8M
- Active participants
- 152
- With balances
- 226
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Retirement | Recordkeeping, Trustee (institutional), Investment management fees (direct) | $38,262 |
| Kestra Advisory Services | Investment advisory (plan) | $32,025 |
| Priest Amistadi | Accounting | $9,500 |
| Defined Retirement Plan Solutions | Recordkeeping, Recordkeeping fees | $2,072 |