The John Roberts Company Profit Sharing Plan
Sponsored by The John Roberts Company · EIN 410763427 · Plan #006
- Total assets
- $40.2M
- Net assets
- $40.2M
- Active participants
- 199
- With balances
- 279
Plan year beginning 09/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $48,075 |
| Mma Securities Llc | Investment management, Direct payment from the plan | $29,970 |
| Eide Bailly Llp | Accounting, Direct payment from the plan | $13,388 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $130 |