AUMdb

J&E Companies 401(k) Plan

Sponsored by R&B Grinding Llc · EIN 391046248 · Plan #002

Total assets
$13.6M
Net assets
$13.6M
Active participants
190
With balances
317

Plan year beginning 01/01/2024 · 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
The Vanguard Group Inc Recordkeeping fees $13,906
Waterford Group Llc Investment advisory (plan) $11,907
Fidelity Investments Institutional Recordkeeping fees, Account maintenance fees $2,627