AUMdb

Jesse Stutts, Inc. Profit Sharing Plan

Sponsored by Jesse Stutts, Inc. · EIN 630723413 · Plan #001

Total assets
$17.9M
Net assets
$17.9M
Active participants
209
With balances
221

Plan year beginning 10/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Avantax Retirement Plan Services Recordkeeping, Consulting (general), Investment advisory (participants) $72,640